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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 | $133,895 | $64,920+106.2% | $103,693+29.1% | $86,983+53.9% |
| Participation rate | 51.6% | 63.6%-12.0pp | 72.6%-21.0pp | 69.5%-17.9pp |
| Annual return | 9.54% | 30.29%-20.8pp | 47.61%-38.1pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,350 | $2,141-36.9% | $2,920-53.8% | $2,584-47.8% |
| Participant deferral / active EE | $2,840 | $3,241-12.4% | $4,579-38.0% | $4,194-32.3% |
| Admin fee / account holder | $8,835 | $6,191+42.7% | $7,858+12.4% | $7,856+12.5% |