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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 | $134,044 | $70,684+89.6% | $169,390-20.9% | $75,173+78.3% |
| Participation rate | 18.9% | 64.8%-45.9pp | 77.2%-58.3pp | 67.2%-48.3pp |
| Annual return | 10.57% | 36.38%-25.8pp | 406.07%-395.5pp | 160.72%-150.2pp |
| Employer contribution / active EE | $507 | $2,211-77.0% | $4,013-87.4% | $2,671-81.0% |
| Participant deferral / active EE | $1,617 | $4,310-62.5% | $6,222-74.0% | $4,126-60.8% |
| Admin fee / account holder | $4,482 | $5,404-17.1% | $9,015-50.3% | $5,651-20.7% |