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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 | $133,895 | $49,976+167.9% | $66,674+100.8% | $82,637+62.0% |
| Participation rate | 51.6% | 63.1%-11.5pp | 73.7%-22.1pp | 68.1%-16.4pp |
| Annual return | 9.54% | 39.09%-29.6pp | 321.24%-311.7pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,350 | $1,988-32.1% | $2,620-48.5% | $2,552-47.1% |
| Participant deferral / active EE | $2,840 | $2,847-0.2% | $4,084-30.5% | $4,126-31.2% |
| Admin fee / account holder | $8,835 | $4,594+92.3% | $5,098+73.3% | $7,339+20.4% |