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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 | $136,786 | $70,418+94.2% | $96,570+41.6% | $85,847+59.3% |
| Participation rate | 45.7% | 61.8%-16.1pp | 69.8%-24.1pp | 69.3%-23.6pp |
| Annual return | 6.36% | 18.59%-12.2pp | 37.79%-31.4pp | 318.61%-312.2pp |
| Employer contribution / active EE | $2,920 | $1,413+106.6% | $2,357+23.9% | $2,565+13.8% |
| Participant deferral / active EE | $3,675 | $2,894+27.0% | $3,849-4.5% | $3,952-7.0% |
| Admin fee / account holder | $8,889 | $4,995+78.0% | $6,182+43.8% | $6,261+42.0% |