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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 | $160,552 | $98,766+62.6% | $149,730+7.2% | $79,852+101.1% |
| Participation rate | 58.5% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.1pp |
| Annual return | 9.69% | 27.43%-17.7pp | 276.70%-267.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $3,871 | $3,217+20.3% | $4,645-16.7% | $2,471+56.7% |
| Participant deferral / active EE | $9,053 | $5,681+59.4% | $6,843+32.3% | $3,740+142.0% |
| Admin fee / account holder | $1,224 | $6,052-79.8% | $9,310-86.9% | $5,306-76.9% |