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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 | $194,728 | $51,638+277.1% | $68,368+184.8% | $82,448+136.2% |
| Participation rate | 23.9% | 63.6%-39.7pp | 73.8%-49.8pp | 68.1%-44.2pp |
| Annual return | 13.11% | 37.53%-24.4pp | 292.57%-279.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $791 | $2,047-61.4% | $2,649-70.2% | $2,551-69.0% |
| Participant deferral / active EE | $1,664 | $2,914-42.9% | $4,123-59.6% | $4,139-59.8% |
| Admin fee / account holder | $8,774 | $4,643+89.0% | $5,150+70.4% | $7,234+21.3% |