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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 | $129,203 | $86,288+49.7% | $111,306+16.1% | $85,851+50.5% |
| Participation rate | 48.1% | 73.3%-25.2pp | 77.3%-29.2pp | 69.3%-21.2pp |
| Annual return | 8.67% | 19.99%-11.3pp | 54.67%-46.0pp | 318.63%-310.0pp |
| Employer contribution / active EE | $557 | $2,044-72.7% | $2,732-79.6% | $2,565-78.3% |
| Participant deferral / active EE | $1,945 | $3,641-46.6% | $4,488-56.7% | $3,952-50.8% |
| Admin fee / account holder | $15,661 | $8,189+91.2% | $7,966+96.6% | $6,261+150.1% |