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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 | $191,551 | $76,407+150.7% | $150,298+27.4% | $82,448+132.3% |
| Participation rate | 51.5% | 66.4%-14.9pp | 77.8%-26.2pp | 68.1%-16.6pp |
| Annual return | 12.46% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,716 | $2,614-34.4% | $4,154-58.7% | $2,551-32.7% |
| Participant deferral / active EE | $3,969 | $3,214+23.5% | $5,453-27.2% | $4,139-4.1% |
| Admin fee / account holder | $2,018 | $6,352-68.2% | $14,116-85.7% | $7,234-72.1% |