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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 | $182,091 | $78,428+132.2% | $95,960+89.8% | $79,852+128.0% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 7.97% | 19.37%-11.4pp | 91.63%-83.7pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,801 | $1,945-7.4% | $2,541-29.1% | $2,471-27.1% |
| Participant deferral / active EE | $5,207 | $3,440+51.4% | $4,167+25.0% | $3,740+39.2% |
| Admin fee / account holder | $771 | $5,622-86.3% | $6,797-88.7% | $5,306-85.5% |