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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 | $168,162 | $58,726+186.3% | $142,898+17.7% | $85,851+95.9% |
| Participation rate | 36.2% | 58.5%-22.3pp | 72.0%-35.7pp | 69.3%-33.1pp |
| Annual return | 11.66% | 27.73%-16.1pp | 5639.64%-5628.0pp | 318.63%-307.0pp |
| Employer contribution / active EE | $746 | $1,424-47.6% | $4,146-82.0% | $2,565-70.9% |
| Participant deferral / active EE | $2,486 | $2,609-4.7% | $3,838-35.2% | $3,952-37.1% |
| Admin fee / account holder | $806 | $4,234-81.0% | $6,560-87.7% | $6,261-87.1% |