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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 | $233,807 | $89,259+161.9% | $107,187+118.1% | $82,637+182.9% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 11.52% | 21.02%-9.5pp | 204.55%-193.0pp | 53.51%-42.0pp |
| Employer contribution / active EE | $4,801 | $3,080+55.9% | $3,782+26.9% | $2,552+88.1% |
| Participant deferral / active EE | $1,950 | $4,037-51.7% | $5,096-61.7% | $4,126-52.7% |
| Admin fee / account holder | $1,759 | $7,381-76.2% | $9,162-80.8% | $7,339-76.0% |