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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 | $136,685 | $51,642+164.7% | $129,384+5.6% | $80,935+68.9% |
| Participation rate | 58.6% | 56.9%+1.7pp | 69.6%-11.0pp | 67.7%-9.0pp |
| Annual return | 9.67% | 20.78%-11.1pp | 9461.77%-9452.1pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,470 | $1,583-7.2% | $4,153-64.6% | $2,757-46.7% |
| Participant deferral / active EE | $4,435 | $2,670+66.1% | $4,166+6.5% | $4,299+3.2% |
| Admin fee / account holder | $1,406 | $4,312-67.4% | $7,686-81.7% | $6,924-79.7% |