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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 | $121,030 | $61,787+95.9% | $97,197+24.5% | $80,925+49.6% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.7%-36.9pp |
| Annual return | 9.79% | -558.16%+567.9pp | 75.47%-65.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $641 | $1,836-65.1% | $2,723-76.5% | $2,756-76.7% |
| Participant deferral / active EE | $1,566 | $3,027-48.3% | $4,263-63.3% | $4,299-63.6% |
| Admin fee / account holder | $959 | $5,170-81.5% | $5,637-83.0% | $6,940-86.2% |