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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 | $139,720 | $51,638+170.6% | $68,368+104.4% | $82,448+69.5% |
| Participation rate | 51.8% | 63.6%-11.8pp | 73.8%-22.0pp | 68.1%-16.3pp |
| Annual return | 10.56% | 37.53%-27.0pp | 292.57%-282.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $612 | $2,047-70.1% | $2,649-76.9% | $2,551-76.0% |
| Participant deferral / active EE | $1,646 | $2,914-43.5% | $4,123-60.1% | $4,139-60.2% |
| Admin fee / account holder | $2,501 | $4,643-46.1% | $5,150-51.4% | $7,234-65.4% |