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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 | $131,758 | $81,276+62.1% | $155,574-15.3% | $80,925+62.8% |
| Participation rate | 56.9% | 66.2%-9.4pp | 78.2%-21.3pp | 67.7%-10.8pp |
| Annual return | 9.91% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,719 | $3,103-44.6% | $4,676-63.2% | $2,756-37.6% |
| Participant deferral / active EE | $4,277 | $3,453+23.9% | $5,629-24.0% | $4,299-0.5% |
| Admin fee / account holder | $483 | $7,993-94.0% | $15,914-97.0% | $6,940-93.0% |