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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 | $153,360 | $72,269+112.2% | $101,271+51.4% | $79,852+92.1% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 5.33% | 22.29%-17.0pp | 46.48%-41.1pp | 31.72%-26.4pp |
| Employer contribution / active EE | $833 | $2,692-69.0% | $3,660-77.2% | $2,471-66.3% |
| Participant deferral / active EE | $4,511 | $3,282+37.5% | $4,371+3.2% | $3,740+20.6% |
| Admin fee / account holder | $2,230 | $4,401-49.3% | $5,948-62.5% | $5,306-58.0% |