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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 | $163,154 | $138,385+17.9% | $184,243-11.4% | $80,925+101.6% |
| Participation rate | 59.1% | 83.9%-24.8pp | 86.8%-27.7pp | 67.7%-8.6pp |
| Annual return | 10.56% | 20.02%-9.5pp | 28.82%-18.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,620 | $4,851-46.0% | $6,427-59.2% | $2,756-4.9% |
| Participant deferral / active EE | $5,505 | $7,075-22.2% | $9,132-39.7% | $4,299+28.1% |
| Admin fee / account holder | $2,978 | $10,489-71.6% | $13,914-78.6% | $6,940-57.1% |