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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 | $119,064 | $60,442+97.0% | $96,754+23.1% | $87,485+36.1% |
| Participation rate | 42.9% | 58.7%-15.9pp | 70.3%-27.4pp | 68.9%-26.1pp |
| Annual return | 11.26% | 21.97%-10.7pp | 82.04%-70.8pp | 26.06%-14.8pp |
| Employer contribution / active EE | $584 | $1,691-65.4% | $2,679-78.2% | $2,596-77.5% |
| Participant deferral / active EE | $3,055 | $3,280-6.9% | $4,758-35.8% | $4,274-28.5% |
| Admin fee / account holder | $14,358 | $5,069+183.2% | $8,905+61.2% | $7,775+84.7% |