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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 | $216,454 | $148,629+45.6% | $135,982+59.2% | $139,487+55.2% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 10.01% | 79.33%-69.3pp | 68.32%-58.3pp | 373.84%-363.8pp |
| Employer contribution / active EE | $1,651 | $5,247-68.5% | $4,859-66.0% | $4,755-65.3% |
| Participant deferral / active EE | $3,464 | $8,102-57.3% | $7,760-55.4% | $6,713-48.4% |
| Admin fee / account holder | $1,006 | $12,406-91.9% | $10,767-90.7% | $11,407-91.2% |