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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 | $117,234 | $47,944+144.5% | $67,834+72.8% | $62,881+86.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 68.8%-30.3pp | 69.3%-30.8pp |
| Annual return | 3.94% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $913 | $1,562-41.5% | $2,403-62.0% | $2,281-60.0% |
| Participant deferral / active EE | $1,386 | $2,247-38.3% | $3,160-56.1% | $3,203-56.7% |
| Admin fee / account holder | $1,115 | $3,712-70.0% | $4,622-75.9% | $4,296-74.0% |