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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 | $126,932 | $65,027+95.2% | $90,970+39.5% | $79,852+59.0% |
| Participation rate | 62.1% | 61.6%+0.5pp | 69.0%-6.9pp | 69.6%-7.6pp |
| Annual return | 9.40% | 30.45%-21.1pp | 134.58%-125.2pp | 31.72%-22.3pp |
| Employer contribution / active EE | $1,330 | $1,247+6.6% | $2,122-37.3% | $2,471-46.2% |
| Participant deferral / active EE | $3,073 | $2,512+22.3% | $3,373-8.9% | $3,740-17.8% |
| Admin fee / account holder | $8,064 | $4,535+77.8% | $5,960+35.3% | $5,306+52.0% |