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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 | $116,112 | $35,183+230.0% | $73,550+57.9% | $70,126+65.6% |
| Participation rate | 9.8% | 42.9%-33.2pp | 54.9%-45.2pp | 69.5%-59.8pp |
| Annual return | 9.26% | 26.90%-17.6pp | -15.16%+24.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $851 | $709+20.0% | $1,219-30.2% | $2,343-63.7% |
| Participant deferral / active EE | $1,774 | $1,220+45.4% | $1,804-1.7% | $3,332-46.8% |
| Admin fee / account holder | $5,754 | $2,302+149.9% | $2,320+148.0% | $4,645+23.9% |