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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 | $124,232 | $39,036+218.3% | $80,784+53.8% | $85,851+44.7% |
| Participation rate | 31.0% | 41.6%-10.5pp | 54.2%-23.1pp | 69.3%-38.3pp |
| Annual return | 5.71% | 26.31%-20.6pp | 87.31%-81.6pp | 318.63%-312.9pp |
| Employer contribution / active EE | $948 | $722+31.2% | $1,160-18.3% | $2,565-63.0% |
| Participant deferral / active EE | $2,298 | $1,326+73.3% | $2,145+7.1% | $3,952-41.8% |
| Admin fee / account holder | $4,396 | $2,429+81.0% | $3,380+30.1% | $6,261-29.8% |