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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 | $102,946 | $51,638+99.4% | $68,368+50.6% | $82,448+24.9% |
| Participation rate | 25.6% | 63.6%-38.0pp | 73.8%-48.1pp | 68.1%-42.4pp |
| Annual return | 9.45% | 37.53%-28.1pp | 292.57%-283.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,090 | $2,047-46.7% | $2,649-58.8% | $2,551-57.3% |
| Participant deferral / active EE | $2,250 | $2,914-22.8% | $4,123-45.4% | $4,139-45.6% |
| Admin fee / account holder | $1,695 | $4,643-63.5% | $5,150-67.1% | $7,234-76.6% |