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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 | $114,823 | $42,683+169.0% | $112,860+1.7% | $64,340+78.5% |
| Participation rate | 39.1% | 58.7%-19.6pp | 66.3%-27.3pp | 55.2%-16.2pp |
| Annual return | 12.96% | 60.53%-47.6pp | 35.26%-22.3pp | 24.14%-11.2pp |
| Employer contribution / active EE | $470 | $1,274-63.1% | $2,206-78.7% | $1,862-74.8% |
| Participant deferral / active EE | $1,758 | $2,315-24.1% | $3,493-49.7% | $2,980-41.0% |
| Admin fee / account holder | $1,871 | $3,670-49.0% | $6,841-72.6% | $3,703-49.5% |