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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 | $181,633 | $99,345+82.8% | $84,753+114.3% | $273,972-33.7% |
| Participation rate | 40.9% | 80.7%-39.8pp | 76.6%-35.7pp | 83.0%-42.1pp |
| Annual return | -0.14% | 22.93%-23.1pp | 22.78%-22.9pp | 41.46%-41.6pp |
| Employer contribution / active EE | $3,230 | $4,214-23.4% | $3,574-9.6% | $4,869-33.7% |
| Participant deferral / active EE | $1,100 | $4,270-74.2% | $3,712-70.4% | $5,287-79.2% |
| Admin fee / account holder | $420 | $6,645-93.7% | $5,333-92.1% | $10,133-95.9% |