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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 | $89,259+41.0% | $107,187+17.4% | $82,637+52.3% |
| Participation rate | 30.4% | 67.9%-37.6pp | 75.0%-44.7pp | 68.1%-37.7pp |
| Annual return | 12.52% | 21.02%-8.5pp | 204.55%-192.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $932 | $3,080-69.7% | $3,782-75.4% | $2,552-63.5% |
| Participant deferral / active EE | $2,565 | $4,037-36.5% | $5,096-49.7% | $4,126-37.8% |
| Admin fee / account holder | $9,481 | $7,381+28.5% | $9,162+3.5% | $7,339+29.2% |