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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 | $135,547 | $81,276+66.8% | $155,574-12.9% | $80,925+67.5% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.7%-45.4pp |
| Annual return | 9.33% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $538 | $3,103-82.7% | $4,676-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $1,520 | $3,453-56.0% | $5,629-73.0% | $4,299-64.6% |
| Admin fee / account holder | $9,768 | $7,993+22.2% | $15,914-38.6% | $6,940+40.7% |