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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 | $134,600 | $54,297+147.9% | $97,032+38.7% | $65,306+106.1% |
| Participation rate | 16.3% | 42.3%-26.0pp | 71.6%-55.3pp | 57.7%-41.4pp |
| Annual return | 9.11% | 21.17%-12.1pp | 35.38%-26.3pp | 21.94%-12.8pp |
| Employer contribution / active EE | $679 | $1,365-50.2% | $2,629-74.2% | $1,967-65.5% |
| Participant deferral / active EE | $1,271 | $2,259-43.7% | $4,672-72.8% | $2,959-57.0% |
| Admin fee / account holder | $47,713 | $3,744+1174.3% | $9,418+406.6% | $3,480+1271.1% |