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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 | $184,099 | $86,922+111.8% | $102,438+79.7% | $80,874+127.6% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 7.57% | 18.90%-11.3pp | 29.37%-21.8pp | 35.62%-28.0pp |
| Employer contribution / active EE | $989 | $2,369-58.3% | $3,024-67.3% | $2,756-64.1% |
| Participant deferral / active EE | $6,772 | $4,119+64.4% | $5,054+34.0% | $4,297+57.6% |
| Admin fee / account holder | $1,092 | $8,050-86.4% | $9,448-88.4% | $6,935-84.3% |