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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 | $143,981 | $96,731+48.8% | $123,973+16.1% | $86,983+65.5% |
| Participation rate | 42.1% | 70.0%-27.9pp | 76.7%-34.6pp | 69.5%-27.4pp |
| Annual return | 9.87% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,567 | $3,297-52.5% | $4,126-62.0% | $2,584-39.3% |
| Participant deferral / active EE | $2,289 | $4,152-44.9% | $5,247-56.4% | $4,194-45.4% |
| Admin fee / account holder | $2,425 | $8,722-72.2% | $11,799-79.4% | $7,856-69.1% |