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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 | $238,657 | $112,729+111.7% | $98,716+141.8% | $137,256+73.9% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 3.08% | 38.48%-35.4pp | 31.81%-28.7pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,111 | $2,725-59.2% | $2,279-51.2% | $4,156-73.3% |
| Participant deferral / active EE | $6,889 | $4,640+48.5% | $4,048+70.2% | $6,407+7.5% |
| Admin fee / account holder | $955 | $10,129-90.6% | $8,703-89.0% | $12,270-92.2% |