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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 | $136,383 | $52,279+160.9% | $89,400+52.6% | $79,858+70.8% |
| Participation rate | 58.1% | 57.5%+0.5pp | 68.0%-9.9pp | 69.6%-11.6pp |
| Annual return | 9.29% | 22.16%-12.9pp | 245.64%-236.4pp | 31.72%-22.4pp |
| Employer contribution / active EE | $649 | $1,572-58.7% | $2,586-74.9% | $2,471-73.8% |
| Participant deferral / active EE | $3,178 | $2,740+16.0% | $3,890-18.3% | $3,740-15.0% |
| Admin fee / account holder | $7,165 | $3,356+113.5% | $4,882+46.8% | $5,306+35.0% |