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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 | $125,095 | $63,354+97.5% | $94,105+32.9% | $82,637+51.4% |
| Participation rate | 48.8% | 63.8%-15.0pp | 71.9%-23.2pp | 68.1%-19.3pp |
| Annual return | 9.37% | 34.36%-25.0pp | 204.55%-195.2pp | 53.51%-44.1pp |
| Employer contribution / active EE | $976 | $1,760-44.5% | $2,504-61.0% | $2,552-61.7% |
| Participant deferral / active EE | $2,493 | $2,873-13.2% | $3,881-35.8% | $4,126-39.6% |
| Admin fee / account holder | $4,697 | $5,073-7.4% | $6,199-24.2% | $7,339-36.0% |