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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 | $171,773 | $110,303+55.7% | $95,759+79.4% | $139,487+23.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 6.36% | 27.19%-20.8pp | 28.42%-22.1pp | 373.84%-367.5pp |
| Employer contribution / active EE | $1,820 | $3,261-44.2% | $2,836-35.8% | $4,755-61.7% |
| Participant deferral / active EE | $10,480 | $4,674+124.2% | $4,244+147.0% | $6,713+56.1% |
| Admin fee / account holder | $472 | $6,615-92.9% | $5,678-91.7% | $11,407-95.9% |