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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 | $158,356 | $96,731+63.7% | $123,973+27.7% | $86,983+82.1% |
| Participation rate | 60.6% | 70.0%-9.4pp | 76.7%-16.1pp | 69.5%-8.9pp |
| Annual return | 6.35% | 17.33%-11.0pp | 388.13%-381.8pp | 25.83%-19.5pp |
| Employer contribution / active EE | $2,769 | $3,297-16.0% | $4,126-32.9% | $2,584+7.1% |
| Participant deferral / active EE | $3,835 | $4,152-7.6% | $5,247-26.9% | $4,194-8.5% |
| Admin fee / account holder | $1,583 | $8,722-81.8% | $11,799-86.6% | $7,856-79.8% |