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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 | $218,341 | $87,166+150.5% | $76,735+184.5% | $137,256+59.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 7.83% | 26.50%-18.7pp | 29.77%-21.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $913 | $2,904-68.6% | $2,454-62.8% | $4,156-78.0% |
| Participant deferral / active EE | $2,101 | $4,726-55.5% | $4,088-48.6% | $6,407-67.2% |
| Admin fee / account holder | $9,003 | $8,403+7.1% | $7,189+25.2% | $12,270-26.6% |