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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 | $139,123 | $59,804+132.6% | $81,982+69.7% | $79,856+74.2% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.3%-15.9pp | 69.6%-16.3pp |
| Annual return | 10.25% | 17.56%-7.3pp | 41.31%-31.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,222 | $1,713-28.7% | $2,498-51.1% | $2,471-50.6% |
| Participant deferral / active EE | $2,251 | $2,695-16.5% | $3,722-39.5% | $3,741-39.8% |
| Admin fee / account holder | $6,646 | $4,288+55.0% | $5,665+17.3% | $5,306+25.2% |