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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 | $146,586 | $101,798+44.0% | $165,071-11.2% | $80,935+81.1% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.2pp | 67.7%-29.2pp |
| Annual return | 9.11% | 16.73%-7.6pp | 70.17%-61.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,543 | $2,954-13.9% | $4,347-41.5% | $2,757-7.7% |
| Participant deferral / active EE | $3,929 | $4,476-12.2% | $6,035-34.9% | $4,299-8.6% |
| Admin fee / account holder | $2,194 | $8,221-73.3% | $12,695-82.7% | $6,924-68.3% |