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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 | $126,669 | $62,592+102.4% | $85,709+47.8% | $85,847+47.6% |
| Participation rate | 53.7% | 61.1%-7.4pp | 69.9%-16.2pp | 69.3%-15.6pp |
| Annual return | 9.15% | 23.77%-14.6pp | 21.49%-12.3pp | 318.61%-309.5pp |
| Employer contribution / active EE | $856 | $1,755-51.3% | $2,619-67.3% | $2,565-66.6% |
| Participant deferral / active EE | $2,099 | $2,802-25.1% | $3,924-46.5% | $3,952-46.9% |
| Admin fee / account holder | $15,027 | $4,643+223.7% | $6,876+118.5% | $6,261+140.0% |