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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 | $121,018 | $48,364+150.2% | $71,796+68.6% | $62,881+92.5% |
| Participation rate | 59.4% | 60.6%-1.2pp | 69.1%-9.7pp | 69.3%-9.9pp |
| Annual return | 2.39% | 13.16%-10.8pp | 78.04%-75.6pp | 20.14%-17.8pp |
| Employer contribution / active EE | $679 | $1,042-34.9% | $1,924-64.7% | $2,281-70.2% |
| Participant deferral / active EE | $1,280 | $2,091-38.8% | $2,794-54.2% | $3,203-60.0% |
| Admin fee / account holder | $7,759 | $3,771+105.7% | $4,815+61.1% | $4,296+80.6% |