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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 | $188,361 | $86,949+116.6% | $102,460+83.8% | $80,959+132.7% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 8.68% | 18.89%-10.2pp | 29.47%-20.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,873 | $2,370-21.0% | $3,025-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $6,382 | $4,121+54.9% | $5,056+26.2% | $4,300+48.4% |
| Admin fee / account holder | $843 | $8,048-89.5% | $9,460-91.1% | $6,925-87.8% |