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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 | $137,695 | $58,627+134.9% | $76,735+79.4% | $82,448+67.0% |
| Participation rate | 38.6% | 63.2%-24.6pp | 69.5%-30.9pp | 68.1%-29.5pp |
| Annual return | 12.64% | 39.10%-26.5pp | 29.77%-17.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,452 | $1,729+41.8% | $2,454-0.1% | $2,551-3.9% |
| Participant deferral / active EE | $5,345 | $3,134+70.6% | $4,088+30.8% | $4,139+29.1% |
| Admin fee / account holder | $7,148 | $5,323+34.3% | $7,189-0.6% | $7,234-1.2% |