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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,090 | $46,688+193.6% | $189,758-27.8% | $69,733+96.6% |
| Participation rate | 26.4% | 61.7%-35.3pp | 79.8%-53.4pp | 62.5%-36.1pp |
| Annual return | 9.40% | 14.35%-5.0pp | 52.62%-43.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $955 | $1,695-43.7% | $4,767-80.0% | $2,250-57.6% |
| Participant deferral / active EE | $2,481 | $2,143+15.8% | $5,856-57.6% | $3,054-18.8% |
| Admin fee / account holder | $13,729 | $1,700+707.4% | $20,388-32.7% | $3,102+342.6% |