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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 | $233,330 | $101,795+129.2% | $165,100+41.3% | $80,959+188.2% |
| Participation rate | 41.9% | 71.8%-30.0pp | 78.6%-36.8pp | 67.7%-25.8pp |
| Annual return | 10.15% | 16.73%-6.6pp | 70.21%-60.1pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,795 | $2,954-39.2% | $4,348-58.7% | $2,757-34.9% |
| Participant deferral / active EE | $3,079 | $4,476-31.2% | $6,035-49.0% | $4,300-28.4% |
| Admin fee / account holder | $4,369 | $8,221-46.9% | $12,696-65.6% | $6,925-36.9% |