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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 | $114,215 | $70,430+62.2% | $96,572+18.3% | $85,851+33.0% |
| Participation rate | 61.5% | 61.8%-0.3pp | 69.8%-8.3pp | 69.3%-7.8pp |
| Annual return | 10.06% | 18.58%-8.5pp | 37.79%-27.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $915 | $1,413-35.3% | $2,357-61.2% | $2,565-64.4% |
| Participant deferral / active EE | $4,333 | $2,894+49.7% | $3,850+12.6% | $3,952+9.6% |
| Admin fee / account holder | $9,631 | $4,996+92.8% | $6,183+55.8% | $6,261+53.8% |