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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 | $160,320 | $115,225+39.1% | $100,712+59.2% | $138,895+15.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 8.91% | 40.35%-31.4pp | 33.27%-24.4pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,195 | $2,771-56.9% | $2,313-48.3% | $4,194-71.5% |
| Participant deferral / active EE | $1,210 | $4,699-74.3% | $4,085-70.4% | $6,396-81.1% |
| Admin fee / account holder | $4,454 | $10,844-58.9% | $9,256-51.9% | $12,562-64.5% |