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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 | $149,201 | $201,344-25.9% | $184,243-19.0% | $145,877+2.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.25% | 29.01%-19.8pp | 28.82%-19.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $4,081 | $7,022-41.9% | $6,427-36.5% | $4,663-12.5% |
| Participant deferral / active EE | $10,623 | $9,807+8.3% | $9,132+16.3% | $6,691+58.8% |
| Admin fee / account holder | $26,404 | $16,382+61.2% | $13,914+89.8% | $13,402+97.0% |