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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 | $220,577 | $80,983+172.4% | $96,544+128.5% | $75,177+193.4% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 12.33% | 27.05%-14.7pp | 25.88%-13.5pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,031 | $2,282-54.8% | $2,966-65.2% | $2,671-61.4% |
| Participant deferral / active EE | $3,406 | $3,929-13.3% | $4,851-29.8% | $4,126-17.5% |
| Admin fee / account holder | $1,301 | $6,717-80.6% | $8,254-84.2% | $5,651-77.0% |