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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 | $148,648 | $105,284+41.2% | $150,734-1.4% | $94,015+58.1% |
| Participation rate | 61.3% | 71.7%-10.4pp | 78.4%-17.2pp | 70.8%-9.5pp |
| Annual return | 7.58% | 15.67%-8.1pp | 600.81%-593.2pp | 17.84%-10.3pp |
| Employer contribution / active EE | $973 | $3,599-73.0% | $4,918-80.2% | $2,790-65.1% |
| Participant deferral / active EE | $2,042 | $4,274-52.2% | $5,610-63.6% | $4,249-52.0% |
| Admin fee / account holder | $1,195 | $9,839-87.9% | $14,905-92.0% | $8,951-86.7% |