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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 | $159,231 | $50,082+217.9% | $93,406+70.5% | $79,858+99.4% |
| Participation rate | 41.4% | 60.9%-19.5pp | 66.8%-25.4pp | 69.6%-28.2pp |
| Annual return | 10.69% | 24.59%-13.9pp | 78.05%-67.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $597 | $1,303-54.2% | $2,075-71.2% | $2,471-75.8% |
| Participant deferral / active EE | $1,738 | $2,212-21.5% | $3,126-44.4% | $3,740-53.5% |
| Admin fee / account holder | $24,306 | $3,454+603.7% | $5,230+364.8% | $5,306+358.1% |