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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 | $139,037 | $78,707+76.7% | $117,861+18.0% | $70,126+98.3% |
| Participation rate | 38.3% | 73.2%-34.9pp | 79.7%-41.4pp | 69.5%-31.2pp |
| Annual return | 9.47% | 23.30%-13.8pp | 335.11%-325.6pp | 73.15%-63.7pp |
| Employer contribution / active EE | $817 | $2,223-63.2% | $3,786-78.4% | $2,343-65.1% |
| Participant deferral / active EE | $1,635 | $3,297-50.4% | $4,482-63.5% | $3,332-50.9% |
| Admin fee / account holder | $2,612 | $5,066-48.4% | $8,021-67.4% | $4,645-43.8% |