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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 | $129,317 | $51,222+152.5% | $70,544+83.3% | $75,173+72.0% |
| Participation rate | 24.7% | 61.0%-36.3pp | 68.4%-43.6pp | 67.2%-42.5pp |
| Annual return | 13.31% | 30.06%-16.7pp | 32.79%-19.5pp | 160.72%-147.4pp |
| Employer contribution / active EE | $947 | $1,827-48.2% | $2,976-68.2% | $2,671-64.5% |
| Participant deferral / active EE | $1,898 | $2,850-33.4% | $4,568-58.4% | $4,126-54.0% |
| Admin fee / account holder | $14,050 | $4,096+243.1% | $6,427+118.6% | $5,651+148.7% |