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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 | $204,815 | $117,895+73.7% | $102,460+99.9% | $145,897+40.4% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 7.63% | 31.92%-24.3pp | 29.47%-21.8pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,131 | $3,619-68.7% | $3,025-62.6% | $4,663-75.7% |
| Participant deferral / active EE | $5,433 | $5,736-5.3% | $5,056+7.5% | $6,689-18.8% |
| Admin fee / account holder | $18,888 | $13,353+41.5% | $9,460+99.7% | $13,390+41.1% |