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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 | $145,418 | $58,627+148.0% | $76,735+89.5% | $82,448+76.4% |
| Participation rate | 48.9% | 63.2%-14.3pp | 69.5%-20.6pp | 68.1%-19.2pp |
| Annual return | 11.98% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,065 | $1,729-38.4% | $2,454-56.6% | $2,551-58.3% |
| Participant deferral / active EE | $3,720 | $3,134+18.7% | $4,088-9.0% | $4,139-10.1% |
| Admin fee / account holder | $12,895 | $5,323+142.3% | $7,189+79.4% | $7,234+78.3% |