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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 | $51,604+148.6% | $129,295-0.8% | $80,874+58.6% |
| Participation rate | 56.0% | 57.0%-1.0pp | 69.6%-13.6pp | 67.6%-11.6pp |
| Annual return | 9.69% | 20.76%-11.1pp | 9429.28%-9419.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,607 | $1,585+1.4% | $4,157-61.3% | $2,756-41.7% |
| Participant deferral / active EE | $3,064 | $2,670+14.7% | $4,169-26.5% | $4,297-28.7% |
| Admin fee / account holder | $13,312 | $4,310+208.9% | $7,665+73.7% | $6,935+92.0% |