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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 | $135,601 | $80,992+67.4% | $96,534+40.5% | $75,173+80.4% |
| Participation rate | 28.9% | 71.8%-42.8pp | 76.0%-47.0pp | 67.2%-38.3pp |
| Annual return | 10.85% | 27.05%-16.2pp | 25.88%-15.0pp | 160.72%-149.9pp |
| Employer contribution / active EE | $998 | $2,283-56.3% | $2,965-66.3% | $2,671-62.6% |
| Participant deferral / active EE | $2,242 | $3,929-42.9% | $4,851-53.8% | $4,126-45.7% |
| Admin fee / account holder | $24,924 | $6,717+271.1% | $8,253+202.0% | $5,651+341.1% |