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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 | $137,994 | $51,642+167.2% | $129,384+6.7% | $80,935+70.5% |
| Participation rate | 28.0% | 56.9%-28.9pp | 69.6%-41.6pp | 67.7%-39.7pp |
| Annual return | 9.63% | 20.78%-11.2pp | 9461.77%-9452.1pp | 35.66%-26.0pp |
| Employer contribution / active EE | $862 | $1,583-45.6% | $4,153-79.3% | $2,757-68.7% |
| Participant deferral / active EE | $3,278 | $2,670+22.8% | $4,166-21.3% | $4,299-23.8% |
| Admin fee / account holder | $5,870 | $4,312+36.1% | $7,686-23.6% | $6,924-15.2% |