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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 | $142,276 | $99,994+42.3% | $146,647-3.0% | $85,851+65.7% |
| Participation rate | 67.7% | 73.1%-5.3pp | 80.1%-12.3pp | 69.3%-1.6pp |
| Annual return | 10.59% | 18.93%-8.3pp | 22.75%-12.2pp | 318.63%-308.0pp |
| Employer contribution / active EE | $1,585 | $2,559-38.1% | $4,137-61.7% | $2,565-38.2% |
| Participant deferral / active EE | $2,909 | $4,006-27.4% | $5,506-47.2% | $3,952-26.4% |
| Admin fee / account holder | $2,221 | $7,703-71.2% | $10,281-78.4% | $6,261-64.5% |