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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 | $153,008 | $102,422+49.4% | $147,117+4.0% | $80,959+89.0% |
| Participation rate | 24.3% | 75.9%-51.5pp | 82.2%-57.9pp | 67.7%-43.3pp |
| Annual return | 11.58% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,021 | $3,717-72.5% | $4,932-79.3% | $2,757-63.0% |
| Participant deferral / active EE | $3,092 | $6,652-53.5% | $8,065-61.7% | $4,300-28.1% |
| Admin fee / account holder | $9,851 | $7,953+23.9% | $12,993-24.2% | $6,925+42.2% |