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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 | $160,166 | $92,798+72.6% | $96,707+65.6% | $137,256+16.7% |
| Participation rate | 45.5% | 81.6%-36.2pp | 80.4%-34.9pp | 80.0%-34.5pp |
| Annual return | 12.03% | 31.24%-19.2pp | 34.78%-22.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,527 | $4,147-63.2% | $4,191-63.6% | $4,156-63.3% |
| Participant deferral / active EE | $4,370 | $5,877-25.6% | $5,997-27.1% | $6,407-31.8% |
| Admin fee / account holder | $888 | $7,946-88.8% | $7,503-88.2% | $12,270-92.8% |