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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 | $182,027 | $87,132+108.9% | $105,624+72.3% | $80,959+124.8% |
| Participation rate | 44.1% | 70.4%-26.3pp | 75.3%-31.2pp | 67.7%-23.6pp |
| Annual return | 8.65% | 17.03%-8.4pp | 116.20%-107.6pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,152 | $2,397-51.9% | $3,168-63.6% | $2,757-58.2% |
| Participant deferral / active EE | $2,525 | $3,985-36.6% | $5,013-49.6% | $4,300-41.3% |
| Admin fee / account holder | $1,870 | $8,449-77.9% | $10,961-82.9% | $6,925-73.0% |