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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 | $227,663 | $80,992+181.1% | $96,534+135.8% | $75,173+202.9% |
| Participation rate | 26.5% | 71.8%-45.3pp | 76.0%-49.5pp | 67.2%-40.7pp |
| Annual return | 10.61% | 27.05%-16.4pp | 25.88%-15.3pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,599 | $2,283-29.9% | $2,965-46.1% | $2,671-40.1% |
| Participant deferral / active EE | $3,922 | $3,929-0.2% | $4,851-19.2% | $4,126-5.0% |
| Admin fee / account holder | $17,120 | $6,717+154.9% | $8,253+107.4% | $5,651+203.0% |