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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 | $101,324 | $55,902+81.3% | $76,030+33.3% | $80,959+25.2% |
| Participation rate | 32.1% | 62.1%-30.0pp | 69.1%-37.0pp | 67.7%-35.6pp |
| Annual return | 9.65% | 20.59%-10.9pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $748 | $1,867-59.9% | $2,688-72.2% | $2,757-72.9% |
| Participant deferral / active EE | $1,755 | $3,051-42.5% | $4,257-58.8% | $4,300-59.2% |
| Admin fee / account holder | $7,791 | $5,239+48.7% | $6,421+21.4% | $6,925+12.5% |