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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 | $202,981 | $71,208+185.1% | $93,681+116.7% | $80,911+150.9% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 8.83% | 11.27%-2.4pp | 133.47%-124.6pp | 35.63%-26.8pp |
| Employer contribution / active EE | $2,704 | $1,564+72.8% | $2,422+11.6% | $2,756-1.9% |
| Participant deferral / active EE | $2,661 | $4,035-34.1% | $4,415-39.7% | $4,297-38.1% |
| Admin fee / account holder | $2,750 | $6,951-60.4% | $8,290-66.8% | $6,935-60.3% |