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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 | $161,071 | $63,346+154.3% | $92,240+74.6% | $70,126+129.7% |
| Participation rate | 46.8% | 68.7%-21.9pp | 76.5%-29.7pp | 69.5%-22.7pp |
| Annual return | 9.58% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,680-61.8% | $2,343-40.0% |
| Participant deferral / active EE | $3,166 | $2,854+10.9% | $3,897-18.8% | $3,332-5.0% |
| Admin fee / account holder | $789 | $3,841-79.5% | $5,194-84.8% | $4,645-83.0% |