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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 | $162,447 | $81,331+99.7% | $155,534+4.4% | $80,935+100.7% |
| Participation rate | 58.8% | 66.3%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 9.37% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,850 | $3,105-40.4% | $4,675-60.4% | $2,757-32.9% |
| Participant deferral / active EE | $4,969 | $3,454+43.9% | $5,630-11.7% | $4,299+15.6% |
| Admin fee / account holder | $1,546 | $7,999-80.7% | $15,900-90.3% | $6,924-77.7% |