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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 | $113,999 | $58,828+93.8% | $78,002+46.1% | $62,881+81.3% |
| Participation rate | 21.2% | 71.1%-49.8pp | 75.5%-54.3pp | 69.3%-48.1pp |
| Annual return | 4.64% | 17.16%-12.5pp | 425.99%-421.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $424 | $1,672-74.6% | $2,470-82.8% | $2,281-81.4% |
| Participant deferral / active EE | $1,667 | $2,686-37.9% | $3,497-52.3% | $3,203-47.9% |
| Admin fee / account holder | $1,883 | $4,393-57.1% | $5,481-65.6% | $4,296-56.2% |