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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 | $190,333 | $106,247+79.1% | $96,515+97.2% | $139,466+36.5% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 10.85% | 38.47%-27.6pp | 35.73%-24.9pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,549 | $4,106-62.3% | $3,740-58.6% | $4,754-67.4% |
| Participant deferral / active EE | $2,691 | $5,456-50.7% | $4,880-44.9% | $6,712-59.9% |
| Admin fee / account holder | $61,793 | $7,885+683.7% | $6,735+817.4% | $11,409+441.6% |