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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 | $106,530 | $50,554+110.7% | $67,681+57.4% | $87,485+21.8% |
| Participation rate | 18.6% | 67.7%-49.1pp | 73.7%-55.1pp | 68.9%-50.3pp |
| Annual return | 10.75% | 17.81%-7.1pp | 590.58%-579.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $742 | $1,988-62.7% | $2,678-72.3% | $2,596-71.4% |
| Participant deferral / active EE | $2,181 | $2,961-26.3% | $3,976-45.1% | $4,274-49.0% |
| Admin fee / account holder | $706 | $4,132-82.9% | $6,100-88.4% | $7,775-90.9% |