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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 | $114,625 | $65,034+76.3% | $90,970+26.0% | $79,856+43.5% |
| Participation rate | 54.4% | 61.6%-7.2pp | 69.0%-14.6pp | 69.6%-15.3pp |
| Annual return | 9.13% | 30.45%-21.3pp | 134.60%-125.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $841 | $1,247-32.6% | $2,122-60.4% | $2,471-66.0% |
| Participant deferral / active EE | $1,476 | $2,512-41.3% | $3,373-56.2% | $3,741-60.5% |
| Admin fee / account holder | $12,383 | $4,536+173.0% | $5,961+107.7% | $5,306+133.4% |