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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 | $125,842 | $88,672+41.9% | $105,223+19.6% | $82,448+52.6% |
| Participation rate | 30.4% | 67.9%-37.6pp | 75.0%-44.7pp | 68.1%-37.7pp |
| Annual return | 12.52% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $932 | $3,048-69.4% | $3,689-74.7% | $2,551-63.5% |
| Participant deferral / active EE | $2,565 | $4,036-36.4% | $5,072-49.4% | $4,139-38.0% |
| Admin fee / account holder | $9,481 | $7,146+32.7% | $8,859+7.0% | $7,234+31.1% |