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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 | $115,600 | $85,766+34.8% | $136,298-15.2% | $70,126+64.8% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 9.44% | 31.46%-22.0pp | 5156.27%-5146.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $614 | $2,966-79.3% | $4,696-86.9% | $2,343-73.8% |
| Participant deferral / active EE | $2,408 | $5,051-52.3% | $6,247-61.5% | $3,332-27.7% |
| Admin fee / account holder | $1,525 | $5,421-71.9% | $9,244-83.5% | $4,645-67.2% |