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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 | $61,125+149.9% | $94,057+62.4% | $87,485+74.6% |
| Participation rate | 20.4% | 64.1%-43.6pp | 73.3%-52.9pp | 68.9%-48.5pp |
| Annual return | 10.45% | 35.20%-24.7pp | 480.62%-470.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $914 | $2,136-57.2% | $2,933-68.8% | $2,596-64.8% |
| Participant deferral / active EE | $1,794 | $3,260-45.0% | $4,709-61.9% | $4,274-58.0% |
| Admin fee / account holder | $1,519 | $5,629-73.0% | $7,244-79.0% | $7,775-80.5% |