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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 | $146,103 | $87,166+67.6% | $76,735+90.4% | $137,256+6.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 10.56% | 26.50%-15.9pp | 29.77%-19.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $712 | $2,904-75.5% | $2,454-71.0% | $4,156-82.9% |
| Participant deferral / active EE | $1,849 | $4,726-60.9% | $4,088-54.8% | $6,407-71.1% |
| Admin fee / account holder | $13,367 | $8,403+59.1% | $7,189+85.9% | $12,270+8.9% |