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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 | $29,667+284.2% | $56,441+101.9% | $80,874+40.9% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 5.30% | 35.22%-29.9pp | 1704.21%-1698.9pp | 35.62%-30.3pp |
| Employer contribution / active EE | $660 | $669-1.4% | $1,039-36.5% | $2,756-76.0% |
| Participant deferral / active EE | $2,182 | $1,227+77.9% | $1,953+11.7% | $4,297-49.2% |
| Admin fee / account holder | $2,056 | $2,429-15.4% | $2,829-27.3% | $6,935-70.4% |