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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 | $86,949+111.7% | $102,460+79.7% | $80,959+127.4% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 7.57% | 18.89%-11.3pp | 29.47%-21.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $989 | $2,370-58.3% | $3,025-67.3% | $2,757-64.1% |
| Participant deferral / active EE | $6,772 | $4,121+64.3% | $5,056+33.9% | $4,300+57.5% |
| Admin fee / account holder | $1,092 | $8,048-86.4% | $9,460-88.5% | $6,925-84.2% |