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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 | $143,487 | $101,795+41.0% | $165,100-13.1% | $80,959+77.2% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.8pp |
| Annual return | 8.48% | 16.73%-8.2pp | 70.21%-61.7pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,248 | $2,954-23.9% | $4,348-48.3% | $2,757-18.5% |
| Participant deferral / active EE | $6,431 | $4,476+43.7% | $6,035+6.5% | $4,300+49.5% |
| Admin fee / account holder | $404 | $8,221-95.1% | $12,696-96.8% | $6,925-94.2% |