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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 | $125,825 | $90,674+38.8% | $96,707+30.1% | $82,448+52.6% |
| Participation rate | 53.7% | 75.9%-22.3pp | 80.4%-26.7pp | 68.1%-14.4pp |
| Annual return | 11.54% | 49.05%-37.5pp | 34.78%-23.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,229 | $3,975-69.1% | $4,191-70.7% | $2,551-51.8% |
| Participant deferral / active EE | $2,725 | $5,696-52.2% | $5,997-54.6% | $4,139-34.2% |
| Admin fee / account holder | $1,534 | $7,568-79.7% | $7,503-79.5% | $7,234-78.8% |