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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 | $114,855 | $58,848+95.2% | $88,179+30.3% | $82,637+39.0% |
| Participation rate | 51.7% | 57.9%-6.2pp | 69.1%-17.4pp | 68.1%-16.3pp |
| Annual return | 9.01% | 22.76%-13.7pp | 64.97%-56.0pp | 53.51%-44.5pp |
| Employer contribution / active EE | $9,634 | $1,678+474.0% | $2,549+277.9% | $2,552+277.5% |
| Participant deferral / active EE | $7,163 | $3,124+129.3% | $4,614+55.2% | $4,126+73.6% |
| Admin fee / account holder | $140,441 | $4,795+2828.8% | $7,673+1730.3% | $7,339+1813.7% |