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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 | $170,346 | $94,031+81.2% | $115,768+47.1% | $82,448+106.6% |
| Participation rate | 30.3% | 70.4%-40.1pp | 74.4%-44.1pp | 68.1%-37.8pp |
| Annual return | 10.53% | 20.61%-10.1pp | 100.46%-89.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $749 | $2,323-67.7% | $2,940-74.5% | $2,551-70.6% |
| Participant deferral / active EE | $3,562 | $3,972-10.3% | $4,917-27.6% | $4,139-13.9% |
| Admin fee / account holder | $2,371 | $10,249-76.9% | $12,439-80.9% | $7,234-67.2% |