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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 | $164,746 | $115,225+43.0% | $100,712+63.6% | $138,895+18.6% |
| Participation rate | 21.4% | 74.3%-52.9pp | 69.3%-47.8pp | 79.9%-58.5pp |
| Annual return | 5.67% | 40.35%-34.7pp | 33.27%-27.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $703 | $2,771-74.6% | $2,313-69.6% | $4,194-83.2% |
| Participant deferral / active EE | $4,908 | $4,699+4.4% | $4,085+20.1% | $6,396-23.3% |
| Admin fee / account holder | $3,259 | $10,844-69.9% | $9,256-64.8% | $12,562-74.1% |