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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 | $144,216 | $91,559+57.5% | $133,978+7.6% | $79,856+80.6% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 3.09% | 61.85%-58.8pp | 45.10%-42.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $831 | $2,384-65.1% | $3,919-78.8% | $2,471-66.4% |
| Participant deferral / active EE | $4,684 | $3,734+25.5% | $5,047-7.2% | $3,741+25.2% |
| Admin fee / account holder | $44,248 | $6,321+600.0% | $8,930+395.5% | $5,306+733.8% |