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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 | $142,719 | $58,057+145.8% | $97,032+47.1% | $86,983+64.1% |
| Participation rate | 60.0% | 60.4%-0.4pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 10.04% | 22.26%-12.2pp | 35.38%-25.3pp | 25.83%-15.8pp |
| Employer contribution / active EE | $3,146 | $1,663+89.1% | $2,629+19.7% | $2,584+21.7% |
| Participant deferral / active EE | $7,736 | $3,244+138.5% | $4,672+65.6% | $4,194+84.5% |
| Admin fee / account holder | $13,367 | $4,839+176.3% | $9,418+41.9% | $7,856+70.2% |