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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 | $199,323 | $106,864+86.5% | $147,318+35.3% | $82,637+141.2% |
| Participation rate | 36.1% | 75.5%-39.4pp | 82.1%-46.0pp | 68.1%-31.9pp |
| Annual return | 11.12% | 27.49%-16.4pp | 70.43%-59.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,622 | $3,417-52.5% | $4,593-64.7% | $2,552-36.4% |
| Participant deferral / active EE | $3,566 | $6,496-45.1% | $7,906-54.9% | $4,126-13.6% |
| Admin fee / account holder | $6,866 | $8,415-18.4% | $13,708-49.9% | $7,339-6.4% |