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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 | $169,468 | $52,380+223.5% | $98,775+71.6% | $85,847+97.4% |
| Participation rate | 53.6% | 58.0%-4.4pp | 65.7%-12.2pp | 69.3%-15.7pp |
| Annual return | 11.01% | 25.82%-14.8pp | 49.92%-38.9pp | 318.61%-307.6pp |
| Employer contribution / active EE | $818 | $1,337-38.9% | $2,067-60.5% | $2,565-68.1% |
| Participant deferral / active EE | $1,733 | $2,101-17.5% | $3,035-42.9% | $3,952-56.1% |
| Admin fee / account holder | $2,469 | $3,865-36.1% | $4,076-39.4% | $6,261-60.6% |