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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 | $217,056 | $110,337+96.7% | $102,383+112.0% | $145,877+48.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 7.87% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $979 | $4,216-76.8% | $3,870-74.7% | $4,663-79.0% |
| Participant deferral / active EE | $2,059 | $5,621-63.4% | $5,060-59.3% | $6,691-69.2% |
| Admin fee / account holder | $2,356 | $9,750-75.8% | $8,391-71.9% | $13,402-82.4% |