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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 | $128,282 | $51,638+148.4% | $129,406-0.9% | $80,959+58.5% |
| Participation rate | 56.0% | 56.9%-0.9pp | 69.6%-13.6pp | 67.7%-11.7pp |
| Annual return | 9.69% | 20.78%-11.1pp | 9468.18%-9458.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,607 | $1,584+1.5% | $4,155-61.3% | $2,757-41.7% |
| Participant deferral / active EE | $3,064 | $2,670+14.8% | $4,167-26.5% | $4,300-28.8% |
| Admin fee / account holder | $13,312 | $4,313+208.6% | $7,689+73.1% | $6,925+92.2% |