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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 | $197,917 | $88,672+123.2% | $105,223+88.1% | $82,448+140.1% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.8pp | 68.1%-32.8pp |
| Annual return | 10.52% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,233 | $3,048-26.7% | $3,689-39.5% | $2,551-12.5% |
| Participant deferral / active EE | $5,732 | $4,036+42.0% | $5,072+13.0% | $4,139+38.5% |
| Admin fee / account holder | $35,822 | $7,146+401.3% | $8,859+304.4% | $7,234+395.2% |