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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 | $175,611 | $77,358+127.0% | $102,184+71.9% | $87,485+100.7% |
| Participation rate | 66.7% | 78.7%-12.0pp | 82.6%-15.9pp | 68.9%-2.3pp |
| Annual return | 11.47% | 41.11%-29.6pp | 31.58%-20.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $747 | $2,562-70.8% | $3,594-79.2% | $2,596-71.2% |
| Participant deferral / active EE | $8,375 | $6,753+24.0% | $8,309+0.8% | $4,274+96.0% |
| Admin fee / account holder | $32,066 | $6,809+370.9% | $11,609+176.2% | $7,775+312.4% |