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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 | $125,732 | $45,041+179.1% | $63,003+99.6% | $70,131+79.3% |
| Participation rate | 46.6% | 69.5%-22.9pp | 74.8%-28.2pp | 69.5%-23.0pp |
| Annual return | 10.18% | 18.76%-8.6pp | 87.59%-77.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $3,435 | $2,052+67.4% | $2,760+24.4% | $2,342+46.6% |
| Participant deferral / active EE | $2,350 | $2,465-4.7% | $3,329-29.4% | $3,332-29.5% |
| Admin fee / account holder | $17,843 | $2,836+529.3% | $3,600+395.6% | $4,645+284.1% |