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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 | $100,741 | $56,063+79.7% | $76,051+32.5% | $80,911+24.5% |
| Participation rate | 22.2% | 62.0%-39.8pp | 69.1%-46.9pp | 67.6%-45.4pp |
| Annual return | 8.94% | 20.54%-11.6pp | 360.42%-351.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $952 | $1,874-49.2% | $2,690-64.6% | $2,756-65.4% |
| Participant deferral / active EE | $2,268 | $3,052-25.7% | $4,257-46.7% | $4,297-47.2% |
| Admin fee / account holder | $4,743 | $5,240-9.5% | $6,416-26.1% | $6,935-31.6% |