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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 | $81,233+89.8% | $155,567-0.9% | $80,874+90.6% |
| Participation rate | 43.2% | 66.2%-23.1pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 6.25% | 33.33%-27.1pp | 64.74%-58.5pp | 35.62%-29.4pp |
| Employer contribution / active EE | $2,243 | $3,101-27.7% | $4,674-52.0% | $2,756-18.6% |
| Participant deferral / active EE | $3,261 | $3,452-5.6% | $5,628-42.1% | $4,297-24.1% |
| Admin fee / account holder | $12,368 | $7,998+54.6% | $15,916-22.3% | $6,935+78.3% |