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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 | $186,173 | $81,487+128.5% | $102,412+81.8% | $80,935+130.0% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 4.13% | 25.60%-21.5pp | 24.94%-20.8pp | 35.66%-31.5pp |
| Employer contribution / active EE | $1,016 | $3,103-67.3% | $3,870-73.8% | $2,757-63.2% |
| Participant deferral / active EE | $3,223 | $3,871-16.7% | $5,060-36.3% | $4,299-25.0% |
| Admin fee / account holder | $3,556 | $6,717-47.1% | $8,388-57.6% | $6,924-48.6% |