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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 | $209,839 | $102,938+103.8% | $94,105+123.0% | $138,895+51.1% |
| Participation rate | 35.3% | 74.6%-39.4pp | 71.9%-36.6pp | 79.9%-44.6pp |
| Annual return | 8.79% | 250.28%-241.5pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $531 | $2,732-80.6% | $2,504-78.8% | $4,194-87.3% |
| Participant deferral / active EE | $2,521 | $4,196-39.9% | $3,881-35.0% | $6,396-60.6% |
| Admin fee / account holder | $8,862 | $6,600+34.3% | $6,199+43.0% | $12,562-29.5% |