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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 | $151,500 | $86,891+74.4% | $142,516+6.3% | $75,173+101.5% |
| Participation rate | 35.1% | 68.5%-33.4pp | 76.8%-41.6pp | 67.2%-32.1pp |
| Annual return | 6.40% | 23.31%-16.9pp | 19.99%-13.6pp | 160.72%-154.3pp |
| Employer contribution / active EE | $1,537 | $3,355-54.2% | $4,849-68.3% | $2,671-42.5% |
| Participant deferral / active EE | $1,965 | $4,938-60.2% | $6,280-68.7% | $4,126-52.4% |
| Admin fee / account holder | $2,598 | $7,299-64.4% | $10,008-74.0% | $5,651-54.0% |