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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 | $237,275 | $57,140+315.3% | $85,240+178.4% | $80,959+193.1% |
| Participation rate | 26.7% | 56.4%-29.7pp | 67.5%-40.9pp | 67.7%-41.0pp |
| Annual return | 8.37% | 21.71%-13.3pp | 66.75%-58.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $819 | $1,802-54.6% | $2,735-70.1% | $2,757-70.3% |
| Participant deferral / active EE | $1,890 | $3,115-39.3% | $4,527-58.2% | $4,300-56.0% |
| Admin fee / account holder | $1,504 | $4,992-69.9% | $6,165-75.6% | $6,925-78.3% |