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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 | $159,806 | $51,642+209.4% | $129,384+23.5% | $80,935+97.4% |
| Participation rate | 26.9% | 56.9%-30.1pp | 69.6%-42.8pp | 67.7%-40.8pp |
| Annual return | 10.48% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $383 | $1,583-75.8% | $4,153-90.8% | $2,757-86.1% |
| Participant deferral / active EE | $3,093 | $2,670+15.9% | $4,166-25.7% | $4,299-28.1% |
| Admin fee / account holder | $1,603 | $4,312-62.8% | $7,686-79.1% | $6,924-76.8% |