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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 | $127,215 | $71,057+79.0% | $93,654+35.8% | $80,874+57.3% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 9.01% | 11.26%-2.2pp | 133.34%-124.3pp | 35.62%-26.6pp |
| Employer contribution / active EE | $374 | $1,564-76.1% | $2,421-84.6% | $2,756-86.4% |
| Participant deferral / active EE | $5,030 | $4,034+24.7% | $4,413+14.0% | $4,297+17.1% |
| Admin fee / account holder | $19,763 | $6,944+184.6% | $8,282+138.6% | $6,935+185.0% |