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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 | $141,189 | $63,082+123.8% | $81,726+72.8% | $79,856+76.8% |
| Participation rate | 63.6% | 67.5%-3.9pp | 72.0%-8.4pp | 69.6%-6.0pp |
| Annual return | 8.36% | 22.66%-14.3pp | 29.49%-21.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,199 | $1,795-33.2% | $4,311-72.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,074 | $2,780-25.4% | $7,108-70.8% | $3,741-44.6% |
| Admin fee / account holder | $18,540 | $4,428+318.7% | $5,160+259.3% | $5,306+249.4% |