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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 | $134,008 | $51,202+161.7% | $70,548+90.0% | $75,181+78.2% |
| Participation rate | 51.5% | 61.0%-9.4pp | 68.3%-16.8pp | 67.2%-15.7pp |
| Annual return | 12.07% | 30.05%-18.0pp | 32.78%-20.7pp | 160.69%-148.6pp |
| Employer contribution / active EE | $1,090 | $1,827-40.3% | $2,975-63.3% | $2,671-59.2% |
| Participant deferral / active EE | $2,273 | $2,850-20.2% | $4,567-50.2% | $4,126-44.9% |
| Admin fee / account holder | $9,009 | $4,094+120.1% | $6,424+40.2% | $5,650+59.5% |