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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 | $127,215 | $71,197+78.7% | $93,669+35.8% | $80,925+57.2% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.7%-28.4pp |
| Annual return | 9.01% | 11.27%-2.3pp | 133.59%-124.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $374 | $1,565-76.1% | $2,424-84.6% | $2,756-86.4% |
| Participant deferral / active EE | $5,030 | $4,036+24.6% | $4,416+13.9% | $4,299+17.0% |
| Admin fee / account holder | $19,763 | $6,959+184.0% | $8,291+138.4% | $6,940+184.8% |