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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 | $153,236 | $37,156+312.4% | $83,854+82.7% | $86,983+76.2% |
| Participation rate | 36.7% | 49.1%-12.4pp | 59.1%-22.4pp | 69.5%-32.9pp |
| Annual return | 7.21% | 29.88%-22.7pp | 31.39%-24.2pp | 25.83%-18.6pp |
| Employer contribution / active EE | $442 | $661-33.2% | $1,017-56.6% | $2,584-82.9% |
| Participant deferral / active EE | $3,506 | $1,418+147.3% | $2,035+72.3% | $4,194-16.4% |
| Admin fee / account holder | $74,952 | $2,510+2886.4% | $3,197+2244.6% | $7,856+854.1% |