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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 | $134,482 | $83,898+60.3% | $133,346+0.9% | $94,015+43.0% |
| Participation rate | 64.9% | 63.4%+1.5pp | 72.8%-8.0pp | 70.8%-6.0pp |
| Annual return | 9.20% | 16.00%-6.8pp | 36.85%-27.7pp | 17.84%-8.6pp |
| Employer contribution / active EE | $975 | $1,821-46.4% | $2,853-65.8% | $2,790-65.0% |
| Participant deferral / active EE | $4,825 | $3,245+48.7% | $4,332+11.4% | $4,249+13.5% |
| Admin fee / account holder | $6,058 | $7,809-22.4% | $14,264-57.5% | $8,951-32.3% |