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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 | $159,534 | $78,690+102.7% | $161,489-1.2% | $87,485+82.4% |
| Participation rate | 54.1% | 67.5%-13.4pp | 78.7%-24.6pp | 68.9%-14.9pp |
| Annual return | 11.66% | 32.74%-21.1pp | 89.72%-78.1pp | 26.06%-14.4pp |
| Employer contribution / active EE | $758 | $2,588-70.7% | $4,268-82.2% | $2,596-70.8% |
| Participant deferral / active EE | $3,676 | $3,311+11.0% | $5,630-34.7% | $4,274-14.0% |
| Admin fee / account holder | $1,656 | $6,724-75.4% | $16,006-89.7% | $7,775-78.7% |