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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 | $163,570 | $102,245+60.0% | $89,340+83.1% | $137,256+19.2% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 9.43% | 21.89%-12.5pp | 20.57%-11.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,017 | $2,529-59.8% | $2,231-54.4% | $4,156-75.5% |
| Participant deferral / active EE | $10,333 | $4,436+132.9% | $3,823+170.3% | $6,407+61.3% |
| Admin fee / account holder | $4,492 | $8,085-44.4% | $6,704-33.0% | $12,270-63.4% |