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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 | $113,971 | $29,736+283.3% | $56,033+103.4% | $80,935+40.8% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 5.30% | 35.28%-30.0pp | 1711.38%-1706.1pp | 35.66%-30.4pp |
| Employer contribution / active EE | $660 | $671-1.7% | $1,041-36.6% | $2,757-76.1% |
| Participant deferral / active EE | $2,182 | $1,228+77.6% | $1,954+11.7% | $4,299-49.2% |
| Admin fee / account holder | $2,056 | $2,434-15.5% | $2,827-27.3% | $6,924-70.3% |