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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 | $240,116 | $77,574+209.5% | $108,753+120.8% | $86,983+176.0% |
| Participation rate | 48.1% | 62.3%-14.1pp | 71.1%-22.9pp | 69.5%-21.4pp |
| Annual return | 10.44% | 18.42%-8.0pp | 37.47%-27.0pp | 25.83%-15.4pp |
| Employer contribution / active EE | $986 | $1,611-38.8% | $2,427-59.4% | $2,584-61.9% |
| Participant deferral / active EE | $1,512 | $3,128-51.7% | $4,115-63.3% | $4,194-64.0% |
| Admin fee / account holder | $2,165 | $6,529-66.8% | $10,320-79.0% | $7,856-72.4% |