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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 | $119,486 | $81,208+47.1% | $98,920+20.8% | $79,852+49.6% |
| Participation rate | 35.0% | 72.5%-37.5pp | 76.0%-41.0pp | 69.6%-34.6pp |
| Annual return | 8.21% | 60.99%-52.8pp | 196.47%-188.3pp | 31.72%-23.5pp |
| Employer contribution / active EE | $796 | $1,960-59.4% | $2,689-70.4% | $2,471-67.8% |
| Participant deferral / active EE | $2,646 | $3,265-19.0% | $4,245-37.7% | $3,740-29.3% |
| Admin fee / account holder | $7,882 | $6,013+31.1% | $6,643+18.7% | $5,306+48.5% |