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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 | $160,578 | $36,948+334.6% | $73,658+118.0% | $87,485+83.5% |
| Participation rate | 48.4% | 46.8%+1.6pp | 57.0%-8.7pp | 68.9%-20.5pp |
| Annual return | 13.18% | 28.64%-15.5pp | 29.72%-16.5pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,215 | $670+81.4% | $1,032+17.7% | $2,596-53.2% |
| Participant deferral / active EE | $4,382 | $1,379+217.8% | $2,062+112.5% | $4,274+2.5% |
| Admin fee / account holder | $5,268 | $2,531+108.2% | $3,357+57.0% | $7,775-32.2% |