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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 | $209,597 | $77,908+169.0% | $149,696+40.0% | $75,173+178.8% |
| Participation rate | 32.1% | 65.6%-33.4pp | 78.8%-46.6pp | 67.2%-35.1pp |
| Annual return | 10.41% | 31.73%-21.3pp | 134.46%-124.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $534 | $3,138-83.0% | $4,821-88.9% | $2,671-80.0% |
| Participant deferral / active EE | $3,253 | $3,411-4.6% | $5,682-42.7% | $4,126-21.2% |
| Admin fee / account holder | $1,375 | $5,950-76.9% | $13,212-89.6% | $5,651-75.7% |