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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 | $216,214 | $110,212+96.2% | $96,534+124.0% | $139,466+55.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 76.0%-53.8pp | 80.3%-58.1pp |
| Annual return | 8.77% | 26.42%-17.6pp | 25.88%-17.1pp | 373.66%-364.9pp |
| Employer contribution / active EE | $873 | $3,620-75.9% | $2,965-70.6% | $4,754-81.6% |
| Participant deferral / active EE | $4,525 | $5,547-18.4% | $4,851-6.7% | $6,712-32.6% |
| Admin fee / account holder | $2,248 | $11,599-80.6% | $8,253-72.8% | $11,409-80.3% |