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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 | $134,275 | $64,920+106.8% | $103,693+29.5% | $86,983+54.4% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 4.34% | 30.29%-26.0pp | 47.61%-43.3pp | 25.83%-21.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,849 | $3,241+49.6% | $4,579+5.9% | $4,194+15.6% |
| Admin fee / account holder | $6,693 | $6,191+8.1% | $7,858-14.8% | $7,856-14.8% |