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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 | $146,026 | $65,027+124.6% | $90,970+60.5% | $79,852+82.9% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 9.88% | 30.45%-20.6pp | 134.58%-124.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $555 | $1,247-55.5% | $2,122-73.8% | $2,471-77.5% |
| Participant deferral / active EE | $2,334 | $2,512-7.1% | $3,373-30.8% | $3,740-37.6% |
| Admin fee / account holder | $4,705 | $4,535+3.7% | $5,960-21.1% | $5,306-11.3% |