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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 | $212,912 | $93,055+128.8% | $153,643+38.6% | $80,935+163.1% |
| Participation rate | 44.0% | 69.0%-25.0pp | 77.1%-33.1pp | 67.7%-23.7pp |
| Annual return | 6.71% | 19.97%-13.3pp | 15.71%-9.0pp | 35.66%-29.0pp |
| Employer contribution / active EE | $1,250 | $3,504-64.3% | $5,039-75.2% | $2,757-54.6% |
| Participant deferral / active EE | $2,798 | $5,172-45.9% | $6,754-58.6% | $4,299-34.9% |
| Admin fee / account holder | $18,433 | $8,881+107.6% | $12,739+44.7% | $6,924+166.2% |