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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 | $185,147 | $117,433+57.7% | $99,475+86.1% | $152,897+21.1% |
| Participation rate | 68.4% | 77.5%-9.1pp | 73.8%-5.4pp | 82.5%-14.0pp |
| Annual return | 4.51% | 31.87%-27.4pp | 30.72%-26.2pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,169 | $3,013-61.2% | $2,540-54.0% | $4,764-75.5% |
| Participant deferral / active EE | $3,181 | $4,086-22.2% | $3,619-12.1% | $5,851-45.6% |
| Admin fee / account holder | $1,606 | $7,634-79.0% | $6,252-74.3% | $11,599-86.2% |