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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 | $154,181 | $81,358+89.5% | $155,556-0.9% | $80,959+90.4% |
| Participation rate | 43.2% | 66.3%-23.1pp | 78.2%-35.0pp | 67.7%-24.5pp |
| Annual return | 6.25% | 33.39%-27.1pp | 64.84%-58.6pp | 35.67%-29.4pp |
| Employer contribution / active EE | $2,243 | $3,106-27.8% | $4,675-52.0% | $2,757-18.6% |
| Participant deferral / active EE | $3,261 | $3,455-5.6% | $5,631-42.1% | $4,300-24.2% |
| Admin fee / account holder | $12,368 | $7,994+54.7% | $15,885-22.1% | $6,925+78.6% |