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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 | $149,774 | $51,638+190.0% | $68,368+119.1% | $82,448+81.7% |
| Participation rate | 54.1% | 63.6%-9.6pp | 73.8%-19.7pp | 68.1%-14.0pp |
| Annual return | 13.23% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,195 | $2,047+56.1% | $2,649+20.6% | $2,551+25.2% |
| Participant deferral / active EE | $5,098 | $2,914+75.0% | $4,123+23.7% | $4,139+23.2% |
| Admin fee / account holder | $2,784 | $4,643-40.0% | $5,150-45.9% | $7,234-61.5% |