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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 | $124,719 | $115,225+8.2% | $100,712+23.8% | $138,895-10.2% |
| Participation rate | 64.3% | 74.3%-10.1pp | 69.3%-5.0pp | 79.9%-15.6pp |
| Annual return | 2.75% | 40.35%-37.6pp | 33.27%-30.5pp | 145.39%-142.6pp |
| Employer contribution / active EE | $903 | $2,771-67.4% | $2,313-61.0% | $4,194-78.5% |
| Participant deferral / active EE | $2,243 | $4,699-52.3% | $4,085-45.1% | $6,396-64.9% |
| Admin fee / account holder | $156,357 | $10,844+1341.9% | $9,256+1589.2% | $12,562+1144.7% |