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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 | $92,110 | $48,337+90.6% | $67,560+36.3% | $80,959+13.8% |
| Participation rate | 36.5% | 66.4%-29.9pp | 72.9%-36.4pp | 67.7%-31.2pp |
| Annual return | 10.53% | 18.26%-7.7pp | 3533.50%-3523.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,164 | $2,023-42.4% | $2,737-57.5% | $2,757-57.8% |
| Participant deferral / active EE | $2,753 | $2,928-6.0% | $4,004-31.2% | $4,300-36.0% |
| Admin fee / account holder | $10,004 | $3,695+170.7% | $3,994+150.5% | $6,925+44.4% |