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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 | $200,558 | $114,119+75.7% | $107,187+87.1% | $138,895+44.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 4.26% | 273.21%-269.0pp | 204.55%-200.3pp | 145.39%-141.1pp |
| Employer contribution / active EE | $1,380 | $4,059-66.0% | $3,782-63.5% | $4,194-67.1% |
| Participant deferral / active EE | $4,703 | $5,538-15.1% | $5,096-7.7% | $6,396-26.5% |
| Admin fee / account holder | $7,807 | $10,024-22.1% | $9,162-14.8% | $12,562-37.9% |