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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 | $149,323 | $110,337+35.3% | $102,383+45.8% | $145,877+2.4% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 8.76% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,797 | $4,216-57.4% | $3,870-53.6% | $4,663-61.5% |
| Participant deferral / active EE | $7,725 | $5,621+37.4% | $5,060+52.7% | $6,691+15.5% |
| Admin fee / account holder | $525 | $9,750-94.6% | $8,391-93.7% | $13,402-96.1% |