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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 | $148,128 | $101,950+45.3% | $125,529+18.0% | $86,983+70.3% |
| Participation rate | 45.5% | 70.2%-24.7pp | 74.7%-29.3pp | 69.5%-24.1pp |
| Annual return | 5.85% | 18.29%-12.4pp | 202.56%-196.7pp | 25.83%-20.0pp |
| Employer contribution / active EE | $1,223 | $2,358-48.2% | $3,058-60.0% | $2,584-52.7% |
| Participant deferral / active EE | $1,943 | $3,862-49.7% | $4,813-59.6% | $4,194-53.7% |
| Admin fee / account holder | $2,068 | $12,791-83.8% | $16,298-87.3% | $7,856-73.7% |