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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 | $132,616 | $83,485+58.9% | $125,195+5.9% | $72,976+81.7% |
| Participation rate | 55.6% | 73.3%-17.7pp | 79.8%-24.2pp | 69.5%-13.9pp |
| Annual return | 16.03% | 25.77%-9.7pp | 43.79%-27.8pp | 81.02%-65.0pp |
| Employer contribution / active EE | $1,664 | $2,346-29.0% | $3,866-57.0% | $2,440-31.8% |
| Participant deferral / active EE | $4,421 | $3,586+23.3% | $4,937-10.5% | $3,608+22.5% |
| Admin fee / account holder | $3,994 | $5,518-27.6% | $9,704-58.8% | $5,124-22.1% |