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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 | $205,439 | $99,633+106.2% | $183,328+12.1% | $82,448+149.2% |
| Participation rate | 41.4% | 70.8%-29.4pp | 77.3%-36.0pp | 68.1%-26.7pp |
| Annual return | 10.31% | 17.84%-7.5pp | 29.67%-19.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,346 | $3,256-58.7% | $5,055-73.4% | $2,551-47.2% |
| Participant deferral / active EE | $2,693 | $4,938-45.5% | $6,795-60.4% | $4,139-34.9% |
| Admin fee / account holder | $21,787 | $9,934+119.3% | $21,427+1.7% | $7,234+201.2% |