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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 | $181,474 | $96,731+87.6% | $123,973+46.4% | $86,983+108.6% |
| Participation rate | 64.5% | 70.0%-5.5pp | 76.7%-12.1pp | 69.5%-5.0pp |
| Annual return | 9.82% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,309 | $3,297-60.3% | $4,126-68.3% | $2,584-49.3% |
| Participant deferral / active EE | $3,869 | $4,152-6.8% | $5,247-26.3% | $4,194-7.7% |
| Admin fee / account holder | $1,469 | $8,722-83.2% | $11,799-87.6% | $7,856-81.3% |