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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 | $160,862 | $95,406+68.6% | $185,849-13.4% | $85,847+87.4% |
| Participation rate | 26.2% | 68.8%-42.6pp | 81.7%-55.5pp | 69.3%-43.1pp |
| Annual return | 9.67% | 23.59%-13.9pp | 122.10%-112.4pp | 318.61%-308.9pp |
| Employer contribution / active EE | $895 | $3,314-73.0% | $5,169-82.7% | $2,565-65.1% |
| Participant deferral / active EE | $2,410 | $3,424-29.6% | $5,569-56.7% | $3,952-39.0% |
| Admin fee / account holder | $15,602 | $7,214+116.3% | $16,244-3.9% | $6,261+149.2% |