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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 | $167,573 | $106,864+56.8% | $147,318+13.7% | $82,637+102.8% |
| Participation rate | 51.9% | 75.5%-23.7pp | 82.1%-30.2pp | 68.1%-16.2pp |
| Annual return | 12.89% | 27.49%-14.6pp | 70.43%-57.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,829 | $3,417-46.5% | $4,593-60.2% | $2,552-28.3% |
| Participant deferral / active EE | $3,282 | $6,496-49.5% | $7,906-58.5% | $4,126-20.5% |
| Admin fee / account holder | $1,251 | $8,415-85.1% | $13,708-90.9% | $7,339-82.9% |