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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 | $140,203 | $81,446+72.1% | $103,374+35.6% | $80,874+73.4% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 9.44% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,624 | $3,107-47.7% | $3,869-58.0% | $2,756-41.1% |
| Participant deferral / active EE | $6,190 | $3,870+59.9% | $5,058+22.4% | $4,297+44.1% |
| Admin fee / account holder | $2,186 | $6,715-67.4% | $8,394-74.0% | $6,935-68.5% |