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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 | $140,512 | $84,953+65.4% | $163,379-14.0% | $82,637+70.0% |
| Participation rate | 53.1% | 65.9%-12.8pp | 76.8%-23.7pp | 68.1%-14.9pp |
| Annual return | 10.94% | 23.07%-12.1pp | 63.41%-52.5pp | 53.51%-42.6pp |
| Employer contribution / active EE | $888 | $2,183-59.3% | $3,752-76.3% | $2,552-65.2% |
| Participant deferral / active EE | $3,552 | $4,326-17.9% | $6,282-43.5% | $4,126-13.9% |
| Admin fee / account holder | $19,009 | $7,921+140.0% | $9,818+93.6% | $7,339+159.0% |