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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 | $99,875+99.6% | $146,866+35.7% | $86,983+129.2% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.5%-33.4pp |
| Annual return | 11.12% | 28.10%-17.0pp | 102.85%-91.7pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,622 | $3,224-49.7% | $4,425-63.3% | $2,584-37.2% |
| Participant deferral / active EE | $3,566 | $6,322-43.6% | $7,759-54.0% | $4,194-15.0% |
| Admin fee / account holder | $6,866 | $7,838-12.4% | $13,620-49.6% | $7,856-12.6% |