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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 | $125,986 | $29,670+324.6% | $56,054+124.8% | $80,911+55.7% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 9.14% | 35.24%-26.1pp | 1705.95%-1696.8pp | 35.63%-26.5pp |
| Employer contribution / active EE | $637 | $670-4.9% | $1,039-38.7% | $2,756-76.9% |
| Participant deferral / active EE | $2,960 | $1,227+141.3% | $1,952+51.6% | $4,297-31.1% |
| Admin fee / account holder | $4,058 | $2,431+66.9% | $2,822+43.8% | $6,935-41.5% |