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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 | $131,090 | $86,298+51.9% | $111,308+17.8% | $85,847+52.7% |
| Participation rate | 26.5% | 73.3%-46.8pp | 77.3%-50.8pp | 69.3%-42.8pp |
| Annual return | 9.75% | 19.99%-10.2pp | 54.67%-44.9pp | 318.61%-308.9pp |
| Employer contribution / active EE | $865 | $2,044-57.6% | $2,732-68.3% | $2,565-66.3% |
| Participant deferral / active EE | $1,784 | $3,641-51.0% | $4,487-60.2% | $3,952-54.8% |
| Admin fee / account holder | $448 | $8,189-94.5% | $7,965-94.4% | $6,261-92.8% |