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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 | $148,034 | $87,132+69.9% | $105,624+40.2% | $80,959+82.9% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.7%-30.2pp |
| Annual return | 9.59% | 17.03%-7.4pp | 116.20%-106.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $3,188 | $2,397+33.0% | $3,168+0.6% | $2,757+15.6% |
| Participant deferral / active EE | $6,318 | $3,985+58.5% | $5,013+26.0% | $4,300+46.9% |
| Admin fee / account holder | $4,170 | $8,449-50.6% | $10,961-62.0% | $6,925-39.8% |