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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 | $93,345+53.0% | $119,126+19.9% | $87,485+63.3% |
| Participation rate | 22.2% | 68.7%-46.5pp | 75.8%-53.5pp | 68.9%-46.7pp |
| Annual return | 11.13% | 19.08%-7.9pp | 282.11%-271.0pp | 26.06%-14.9pp |
| Employer contribution / active EE | $943 | $3,172-70.3% | $4,034-76.6% | $2,596-63.7% |
| Participant deferral / active EE | $2,729 | $4,099-33.4% | $5,318-48.7% | $4,274-36.1% |
| Admin fee / account holder | $1,323 | $8,039-83.5% | $10,693-87.6% | $7,775-83.0% |