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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 | $155,120 | $81,208+91.0% | $98,916+56.8% | $79,858+94.2% |
| Participation rate | 58.5% | 72.5%-14.0pp | 76.0%-17.5pp | 69.6%-11.1pp |
| Annual return | 10.14% | 60.99%-50.9pp | 196.45%-186.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $851 | $1,960-56.6% | $2,689-68.4% | $2,471-65.6% |
| Participant deferral / active EE | $2,824 | $3,265-13.5% | $4,245-33.5% | $3,740-24.5% |
| Admin fee / account holder | $1,726 | $6,013-71.3% | $6,642-74.0% | $5,306-67.5% |