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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 | $182,813 | $107,368+70.3% | $92,915+96.8% | $152,909+19.6% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.0%-52.2pp | 82.5%-58.6pp |
| Annual return | 11.09% | 145.64%-134.5pp | 109.45%-98.4pp | 345.46%-334.4pp |
| Employer contribution / active EE | $1,079 | $4,222-74.5% | $3,653-70.5% | $4,764-77.4% |
| Participant deferral / active EE | $2,824 | $4,848-41.8% | $4,238-33.4% | $5,851-51.7% |
| Admin fee / account holder | $5,210 | $7,082-26.4% | $5,796-10.1% | $11,601-55.1% |