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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 | $142,825 | $88,672+61.1% | $105,223+35.7% | $82,448+73.2% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 11.13% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $943 | $3,048-69.1% | $3,689-74.4% | $2,551-63.0% |
| Participant deferral / active EE | $2,729 | $4,036-32.4% | $5,072-46.2% | $4,139-34.1% |
| Admin fee / account holder | $1,323 | $7,146-81.5% | $8,859-85.1% | $7,234-81.7% |