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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 | $158,845 | $86,919+82.8% | $102,457+55.0% | $80,911+96.3% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 9.04% | 18.90%-9.9pp | 29.41%-20.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,344 | $2,368-43.3% | $3,022-55.5% | $2,756-51.2% |
| Participant deferral / active EE | $1,867 | $4,119-54.7% | $5,054-63.1% | $4,297-56.6% |
| Admin fee / account holder | $2,121 | $8,049-73.7% | $9,451-77.6% | $6,935-69.4% |