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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 | $124,980+24.5% | $108,359+43.6% | $154,746+0.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 5.50% | 45.00%-39.5pp | 36.89%-31.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $991 | $2,851-65.2% | $2,399-58.7% | $4,379-77.4% |
| Participant deferral / active EE | $3,462 | $4,743-27.0% | $4,137-16.3% | $6,730-48.6% |
| Admin fee / account holder | $6,282 | $11,502-45.4% | $9,741-35.5% | $14,365-56.3% |