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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 | $175,611 | $83,061+111.4% | $126,068+39.3% | $94,015+86.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 84.7%-18.0pp | 70.8%-4.2pp |
| Annual return | 11.47% | 20.41%-8.9pp | 15.01%-3.5pp | 17.84%-6.4pp |
| Employer contribution / active EE | $747 | $2,864-73.9% | $3,968-81.2% | $2,790-73.2% |
| Participant deferral / active EE | $8,375 | $7,042+18.9% | $8,214+2.0% | $4,249+97.1% |
| Admin fee / account holder | $32,066 | $7,208+344.8% | $18,264+75.6% | $8,951+258.2% |