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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 | $147,026 | $81,504+80.4% | $102,437+43.5% | $80,959+81.6% |
| Participation rate | 34.5% | 66.9%-32.4pp | 74.5%-40.0pp | 67.7%-33.2pp |
| Annual return | 10.26% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,303 | $3,104-58.0% | $3,871-66.3% | $2,757-52.7% |
| Participant deferral / active EE | $2,576 | $3,871-33.5% | $5,060-49.1% | $4,300-40.1% |
| Admin fee / account holder | $1,703 | $6,719-74.7% | $8,388-79.7% | $6,925-75.4% |