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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 | $161,653 | $72,273+123.7% | $101,275+59.6% | $79,856+102.4% |
| Participation rate | 60.5% | 68.5%-7.9pp | 75.8%-15.3pp | 69.6%-9.1pp |
| Annual return | 3.40% | 22.30%-18.9pp | 46.48%-43.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,831 | $2,691-31.9% | $3,660-50.0% | $2,471-25.9% |
| Participant deferral / active EE | $7,585 | $3,282+131.1% | $4,371+73.5% | $3,741+102.8% |
| Admin fee / account holder | $344 | $4,401-92.2% | $5,948-94.2% | $5,306-93.5% |