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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 | $138,961 | $91,559+51.8% | $133,959+3.7% | $79,858+74.0% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | 8.94% | 61.85%-52.9pp | 45.09%-36.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,413 | $2,384-40.7% | $3,919-63.9% | $2,471-42.8% |
| Participant deferral / active EE | $3,797 | $3,734+1.7% | $5,047-24.8% | $3,740+1.5% |
| Admin fee / account holder | $3,615 | $6,321-42.8% | $8,928-59.5% | $5,306-31.9% |