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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 | $206,797 | $87,132+137.3% | $105,624+95.8% | $80,959+155.4% |
| Participation rate | 30.3% | 70.4%-40.1pp | 75.3%-45.0pp | 67.7%-37.4pp |
| Annual return | 7.64% | 17.03%-9.4pp | 116.20%-108.6pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,763 | $2,397-26.5% | $3,168-44.4% | $2,757-36.1% |
| Participant deferral / active EE | $4,084 | $3,985+2.5% | $5,013-18.5% | $4,300-5.0% |
| Admin fee / account holder | $34,694 | $8,449+310.6% | $10,961+216.5% | $6,925+401.0% |