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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 | $189,884 | $97,125+95.5% | $86,233+120.2% | $137,256+38.3% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 10.27% | 74.19%-63.9pp | 61.39%-51.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $494 | $2,841-82.6% | $2,504-80.3% | $4,156-88.1% |
| Participant deferral / active EE | $2,295 | $5,180-55.7% | $4,559-49.7% | $6,407-64.2% |
| Admin fee / account holder | $34,857 | $9,725+258.4% | $8,342+317.8% | $12,270+184.1% |