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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 | $92,811+121.4% | $238,191-13.8% | $86,983+136.2% |
| Participation rate | 41.4% | 69.3%-28.0pp | 77.1%-35.7pp | 69.5%-28.2pp |
| Annual return | 10.31% | 16.16%-5.9pp | 13.02%-2.7pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,346 | $2,728-50.7% | $5,082-73.5% | $2,584-47.9% |
| Participant deferral / active EE | $2,693 | $4,479-39.9% | $6,726-60.0% | $4,194-35.8% |
| Admin fee / account holder | $21,787 | $9,177+137.4% | $34,582-37.0% | $7,856+177.3% |