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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 | $117,062 | $49,976+134.2% | $66,674+75.6% | $82,637+41.7% |
| Participation rate | 29.9% | 63.1%-33.2pp | 73.7%-43.8pp | 68.1%-38.2pp |
| Annual return | 11.85% | 39.09%-27.2pp | 321.24%-309.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,052 | $1,988-47.1% | $2,620-59.9% | $2,552-58.8% |
| Participant deferral / active EE | $1,885 | $2,847-33.8% | $4,084-53.8% | $4,126-54.3% |
| Admin fee / account holder | $3,460 | $4,594-24.7% | $5,098-32.1% | $7,339-52.9% |