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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 | $187,157 | $114,119+64.0% | $107,187+74.6% | $138,895+34.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 79.9%-42.4pp |
| Annual return | 10.67% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $3,102 | $4,059-23.6% | $3,782-18.0% | $4,194-26.0% |
| Participant deferral / active EE | $4,506 | $5,538-18.6% | $5,096-11.6% | $6,396-29.5% |
| Admin fee / account holder | $11,287 | $10,024+12.6% | $9,162+23.2% | $12,562-10.1% |