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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 | $193,610 | $77,638+149.4% | $156,551+23.7% | $62,881+207.9% |
| Participation rate | 24.1% | 71.2%-47.1pp | 84.0%-59.9pp | 69.3%-45.2pp |
| Annual return | 1.29% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,340 | $3,444-61.1% | $5,501-75.6% | $2,281-41.3% |
| Participant deferral / active EE | $1,340 | $3,046-56.0% | $4,871-72.5% | $3,203-58.2% |
| Admin fee / account holder | $907 | $5,561-83.7% | $13,028-93.0% | $4,296-78.9% |