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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 | $150,283 | $96,731+55.4% | $123,973+21.2% | $86,983+72.8% |
| Participation rate | 56.3% | 70.0%-13.8pp | 76.7%-20.4pp | 69.5%-13.3pp |
| Annual return | 10.19% | 17.33%-7.1pp | 388.13%-377.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,299 | $3,297-60.6% | $4,126-68.5% | $2,584-49.8% |
| Participant deferral / active EE | $2,675 | $4,152-35.6% | $5,247-49.0% | $4,194-36.2% |
| Admin fee / account holder | $6,209 | $8,722-28.8% | $11,799-47.4% | $7,856-21.0% |