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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 | $125,561 | $85,766+46.4% | $136,298-7.9% | $70,126+79.1% |
| Participation rate | 39.0% | 74.2%-35.1pp | 81.9%-42.9pp | 69.5%-30.5pp |
| Annual return | 14.06% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,276 | $2,966-57.0% | $4,696-72.8% | $2,343-45.5% |
| Participant deferral / active EE | $2,223 | $5,051-56.0% | $6,247-64.4% | $3,332-33.3% |
| Admin fee / account holder | $2,369 | $5,421-56.3% | $9,244-74.4% | $4,645-49.0% |