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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 | $210,126 | $110,379+90.4% | $102,412+105.2% | $145,884+44.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 8.63% | 24.84%-16.2pp | 24.94%-16.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,032 | $4,216-75.5% | $3,870-73.3% | $4,662-77.9% |
| Participant deferral / active EE | $5,083 | $5,622-9.6% | $5,060+0.5% | $6,690-24.0% |
| Admin fee / account holder | $450 | $9,745-95.4% | $8,388-94.6% | $13,392-96.6% |