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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 | $160,758 | $96,731+66.2% | $123,973+29.7% | $86,983+84.8% |
| Participation rate | 37.0% | 70.0%-33.0pp | 76.7%-39.6pp | 69.5%-32.5pp |
| Annual return | 10.22% | 17.33%-7.1pp | 388.13%-377.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,430 | $3,297-56.6% | $4,126-65.3% | $2,584-44.7% |
| Participant deferral / active EE | $2,482 | $4,152-40.2% | $5,247-52.7% | $4,194-40.8% |
| Admin fee / account holder | $12,418 | $8,722+42.4% | $11,799+5.2% | $7,856+58.1% |