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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 | $105,292 | $37,156+183.4% | $83,854+25.6% | $86,983+21.0% |
| Participation rate | 27.0% | 49.1%-22.1pp | 59.1%-32.1pp | 69.5%-42.6pp |
| Annual return | 1.24% | 29.88%-28.6pp | 31.39%-30.2pp | 25.83%-24.6pp |
| Employer contribution / active EE | $377 | $661-42.9% | $1,017-62.9% | $2,584-85.4% |
| Participant deferral / active EE | $2,198 | $1,418+55.1% | $2,035+8.0% | $4,194-47.6% |
| Admin fee / account holder | $13,505 | $2,510+438.1% | $3,197+322.5% | $7,856+71.9% |