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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 | $198,195 | $110,240+79.8% | $96,544+105.3% | $139,487+42.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.7pp | 80.3%-47.0pp |
| Annual return | 9.36% | 26.41%-17.1pp | 25.88%-16.5pp | 373.84%-364.5pp |
| Employer contribution / active EE | $1,211 | $3,622-66.6% | $2,966-59.2% | $4,755-74.5% |
| Participant deferral / active EE | $4,855 | $5,549-12.5% | $4,851+0.1% | $6,713-27.7% |
| Admin fee / account holder | $25,998 | $11,602+124.1% | $8,254+215.0% | $11,407+127.9% |