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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 | $153,989 | $81,208+89.6% | $98,920+55.7% | $79,856+92.8% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 1.69% | 60.99%-59.3pp | 196.47%-194.8pp | 31.71%-30.0pp |
| Employer contribution / active EE | $1,196 | $1,960-39.0% | $2,689-55.5% | $2,471-51.6% |
| Participant deferral / active EE | $3,188 | $3,265-2.4% | $4,245-24.9% | $3,741-14.8% |
| Admin fee / account holder | $886 | $6,013-85.3% | $6,643-86.7% | $5,306-83.3% |