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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 | $157,232 | $78,672+99.9% | $109,163+44.0% | $85,856+83.1% |
| Participation rate | 32.8% | 68.3%-35.5pp | 75.9%-43.1pp | 69.3%-36.6pp |
| Annual return | 10.70% | 25.09%-14.4pp | 25.75%-15.1pp | 318.58%-307.9pp |
| Employer contribution / active EE | $1,535 | $2,734-43.9% | $3,723-58.8% | $2,565-40.2% |
| Participant deferral / active EE | $2,962 | $3,467-14.6% | $4,654-36.3% | $3,952-25.0% |
| Admin fee / account holder | $9,725 | $5,470+77.8% | $6,754+44.0% | $6,261+55.3% |