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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 | $152,762 | $51,638+195.8% | $68,368+123.4% | $82,448+85.3% |
| Participation rate | 20.4% | 63.6%-43.2pp | 73.8%-53.3pp | 68.1%-47.6pp |
| Annual return | 10.45% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $914 | $2,047-55.3% | $2,649-65.5% | $2,551-64.2% |
| Participant deferral / active EE | $1,794 | $2,914-38.4% | $4,123-56.5% | $4,139-56.7% |
| Admin fee / account holder | $1,519 | $4,643-67.3% | $5,150-70.5% | $7,234-79.0% |