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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 | $146,919 | $49,976+194.0% | $66,674+120.4% | $82,637+77.8% |
| Participation rate | 41.7% | 63.1%-21.4pp | 73.7%-32.0pp | 68.1%-26.4pp |
| Annual return | 10.17% | 39.09%-28.9pp | 321.24%-311.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,049 | $1,988-47.2% | $2,620-60.0% | $2,552-58.9% |
| Participant deferral / active EE | $4,019 | $2,847+41.2% | $4,084-1.6% | $4,126-2.6% |
| Admin fee / account holder | $6,336 | $4,594+37.9% | $5,098+24.3% | $7,339-13.7% |