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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 | $155,603 | $112,729+38.0% | $98,716+57.6% | $137,256+13.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 5.50% | 38.48%-33.0pp | 31.81%-26.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $991 | $2,725-63.6% | $2,279-56.5% | $4,156-76.2% |
| Participant deferral / active EE | $3,462 | $4,640-25.4% | $4,048-14.5% | $6,407-46.0% |
| Admin fee / account holder | $6,282 | $10,129-38.0% | $8,703-27.8% | $12,270-48.8% |