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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 | $97,564 | $64,501+51.3% | $108,753-10.3% | $65,306+49.4% |
| Participation rate | 19.3% | 50.8%-31.5pp | 71.1%-51.8pp | 57.7%-38.4pp |
| Annual return | 10.29% | 21.09%-10.8pp | 37.47%-27.2pp | 21.94%-11.7pp |
| Employer contribution / active EE | $520 | $1,069-51.4% | $2,427-78.6% | $1,967-73.6% |
| Participant deferral / active EE | $1,214 | $2,401-49.4% | $4,115-70.5% | $2,959-59.0% |
| Admin fee / account holder | $15,985 | $4,971+221.5% | $10,320+54.9% | $3,480+359.4% |