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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 | $156,608 | $65,041+140.8% | $90,965+72.2% | $79,858+96.1% |
| Participation rate | 34.9% | 61.6%-26.7pp | 69.0%-34.1pp | 69.6%-34.8pp |
| Annual return | 3.56% | 30.45%-26.9pp | 134.57%-131.0pp | 31.72%-28.2pp |
| Employer contribution / active EE | $866 | $1,247-30.5% | $2,122-59.2% | $2,471-64.9% |
| Participant deferral / active EE | $2,201 | $2,512-12.4% | $3,373-34.8% | $3,740-41.2% |
| Admin fee / account holder | $1,785 | $4,536-60.7% | $5,960-70.1% | $5,306-66.4% |