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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 | $142,529 | $56,063+154.2% | $76,051+87.4% | $80,911+76.2% |
| Participation rate | 31.3% | 62.0%-30.8pp | 69.1%-37.8pp | 67.6%-36.4pp |
| Annual return | 9.37% | 20.54%-11.2pp | 360.42%-351.1pp | 35.63%-26.3pp |
| Employer contribution / active EE | $1,779 | $1,874-5.1% | $2,690-33.8% | $2,756-35.4% |
| Participant deferral / active EE | $3,967 | $3,052+29.9% | $4,257-6.8% | $4,297-7.7% |
| Admin fee / account holder | $1,394 | $5,240-73.4% | $6,416-78.3% | $6,935-79.9% |