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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 | $75,541+153.6% | $152,093+25.9% | $82,637+131.8% |
| Participation rate | 51.5% | 66.5%-15.0pp | 77.8%-26.3pp | 68.1%-16.5pp |
| Annual return | 12.46% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,716 | $2,622-34.6% | $4,175-58.9% | $2,552-32.8% |
| Participant deferral / active EE | $3,969 | $3,206+23.8% | $5,451-27.2% | $4,126-3.8% |
| Admin fee / account holder | $2,018 | $6,405-68.5% | $14,497-86.1% | $7,339-72.5% |