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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 | $155,972 | $49,024+218.2% | $112,860+38.2% | $87,485+78.3% |
| Participation rate | 38.5% | 62.2%-23.7pp | 66.3%-27.9pp | 68.9%-30.5pp |
| Annual return | 12.81% | 43.86%-31.1pp | 35.26%-22.5pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,102 | $1,290-14.6% | $2,206-50.0% | $2,596-57.5% |
| Participant deferral / active EE | $2,204 | $2,209-0.2% | $3,493-36.9% | $4,274-48.4% |
| Admin fee / account holder | $4,382 | $6,266-30.1% | $6,841-36.0% | $7,775-43.6% |