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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 | $110,554 | $36,767+200.7% | $81,473+35.7% | $62,293+77.5% |
| Participation rate | 17.6% | 54.4%-36.9pp | 68.0%-50.4pp | 69.5%-51.9pp |
| Annual return | 13.78% | 173.80%-160.0pp | 38.78%-25.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $229 | $1,128-79.7% | $2,568-91.1% | $2,042-88.8% |
| Participant deferral / active EE | $2,458 | $2,111+16.5% | $3,537-30.5% | $3,169-22.4% |
| Admin fee / account holder | $6,300 | $797+690.3% | $4,561+38.1% | $479+1214.4% |