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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 | $137,336 | $124,425+10.4% | $112,040+22.6% | $137,256+0.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.77% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,319 | $3,411-61.3% | $2,954-55.4% | $4,156-68.3% |
| Participant deferral / active EE | $5,986 | $5,718+4.7% | $5,098+17.4% | $6,407-6.6% |
| Admin fee / account holder | $367 | $15,207-97.6% | $12,098-97.0% | $12,270-97.0% |