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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 | $137,941 | $78,682+75.3% | $109,188+26.3% | $85,851+60.7% |
| Participation rate | 35.9% | 68.3%-32.3pp | 75.9%-39.9pp | 69.3%-33.4pp |
| Annual return | 11.18% | 25.09%-13.9pp | 25.76%-14.6pp | 318.63%-307.5pp |
| Employer contribution / active EE | $1,907 | $2,734-30.3% | $3,723-48.8% | $2,565-25.7% |
| Participant deferral / active EE | $5,435 | $3,468+56.7% | $4,654+16.8% | $3,952+37.5% |
| Admin fee / account holder | $2,238 | $5,470-59.1% | $6,755-66.9% | $6,261-64.2% |