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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 | $152,398 | $81,276+87.5% | $155,574-2.0% | $80,925+88.3% |
| Participation rate | 10.7% | 66.2%-55.5pp | 78.2%-67.5pp | 67.7%-56.9pp |
| Annual return | 10.01% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $516 | $3,103-83.4% | $4,676-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,722 | $3,453-50.1% | $5,629-69.4% | $4,299-59.9% |
| Admin fee / account holder | $1,250 | $7,993-84.4% | $15,914-92.1% | $6,940-82.0% |