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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 | $180,623 | $73,955+144.2% | $96,520+87.1% | $75,181+140.3% |
| Participation rate | 29.3% | 66.4%-37.1pp | 74.3%-45.0pp | 67.2%-37.9pp |
| Annual return | 12.43% | 26.72%-14.3pp | 35.72%-23.3pp | 160.69%-148.3pp |
| Employer contribution / active EE | $2,035 | $2,930-30.5% | $3,739-45.6% | $2,671-23.8% |
| Participant deferral / active EE | $3,378 | $3,659-7.7% | $4,879-30.8% | $4,126-18.1% |
| Admin fee / account holder | $8,675 | $5,217+66.3% | $6,733+28.8% | $5,650+53.5% |