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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 | $203,559 | $106,524+91.1% | $152,301+33.7% | $87,485+132.7% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.4%-40.8pp | 68.9%-27.3pp |
| Annual return | 11.79% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,634 | $3,371-51.5% | $4,624-64.7% | $2,596-37.1% |
| Participant deferral / active EE | $2,969 | $6,525-54.5% | $8,004-62.9% | $4,274-30.5% |
| Admin fee / account holder | $6,660 | $8,287-19.6% | $14,398-53.7% | $7,775-14.3% |