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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 | $210,751 | $95,404+120.9% | $113,397+85.9% | $82,637+155.0% |
| Participation rate | 31.4% | 72.8%-41.4pp | 76.5%-45.1pp | 68.1%-36.6pp |
| Annual return | 11.72% | 19.08%-7.4pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,196 | $2,307-48.2% | $2,977-59.8% | $2,552-53.2% |
| Participant deferral / active EE | $3,159 | $4,220-25.1% | $5,076-37.8% | $4,126-23.4% |
| Admin fee / account holder | $24,293 | $9,168+165.0% | $11,957+103.2% | $7,339+231.0% |