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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 | $149,428 | $115,225+29.7% | $100,712+48.4% | $138,895+7.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 3.26% | 40.35%-37.1pp | 33.27%-30.0pp | 145.39%-142.1pp |
| Employer contribution / active EE | $960 | $2,771-65.4% | $2,313-58.5% | $4,194-77.1% |
| Participant deferral / active EE | $15,500 | $4,699+229.8% | $4,085+279.4% | $6,396+142.3% |
| Admin fee / account holder | $2,168 | $10,844-80.0% | $9,256-76.6% | $12,562-82.7% |