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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 | $171,176 | $101,798+68.2% | $165,071+3.7% | $80,935+111.5% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 10.52% | 16.73%-6.2pp | 70.17%-59.7pp | 35.66%-25.1pp |
| Employer contribution / active EE | $834 | $2,954-71.8% | $4,347-80.8% | $2,757-69.7% |
| Participant deferral / active EE | $4,063 | $4,476-9.2% | $6,035-32.7% | $4,299-5.5% |
| Admin fee / account holder | $802 | $8,221-90.2% | $12,695-93.7% | $6,924-88.4% |