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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 | $164,566 | $97,648+68.5% | $121,663+35.3% | $87,485+88.1% |
| Participation rate | 29.0% | 70.5%-41.4pp | 74.5%-45.5pp | 68.9%-39.9pp |
| Annual return | 11.24% | 18.03%-6.8pp | 147.54%-136.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $785 | $2,300-65.9% | $3,020-74.0% | $2,596-69.7% |
| Participant deferral / active EE | $1,855 | $3,923-52.7% | $4,887-62.1% | $4,274-56.6% |
| Admin fee / account holder | $527 | $11,100-95.3% | $14,289-96.3% | $7,775-93.2% |