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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 | $155,972 | $24,618+533.6% | $71,585+117.9% | $82,637+88.7% |
| Participation rate | 38.5% | 68.2%-29.7pp | 68.2%-29.7pp | 68.1%-29.6pp |
| Annual return | 12.81% | 93.17%-80.4pp | 59.26%-46.5pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,102 | $852+29.4% | $1,669-33.9% | $2,552-56.8% |
| Participant deferral / active EE | $2,204 | $1,720+28.1% | $2,923-24.6% | $4,126-46.6% |
| Admin fee / account holder | $4,382 | $3,285+33.4% | $4,712-7.0% | $7,339-40.3% |