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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 | $158,275 | $77,472+104.3% | $100,415+57.6% | $80,959+95.5% |
| Participation rate | 38.7% | 76.9%-38.2pp | 81.5%-42.8pp | 67.7%-29.0pp |
| Annual return | 11.42% | 37.26%-25.8pp | 49.47%-38.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $362 | $2,800-87.1% | $3,943-90.8% | $2,757-86.9% |
| Participant deferral / active EE | $7,297 | $6,818+7.0% | $8,091-9.8% | $4,300+69.7% |
| Admin fee / account holder | $2,721 | $5,885-53.8% | $7,906-65.6% | $6,925-60.7% |