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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 | $190,580 | $110,379+72.7% | $102,412+86.1% | $145,884+30.6% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 7.18% | 24.84%-17.7pp | 24.94%-17.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,700 | $4,216-59.7% | $3,870-56.1% | $4,662-63.5% |
| Participant deferral / active EE | $4,168 | $5,622-25.9% | $5,060-17.6% | $6,690-37.7% |
| Admin fee / account holder | $3,169 | $9,745-67.5% | $8,388-62.2% | $13,392-76.3% |