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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 | $244,373 | $106,247+130.0% | $96,515+153.2% | $139,466+75.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.85% | 38.47%-28.6pp | 35.73%-25.9pp | 373.66%-363.8pp |
| Employer contribution / active EE | $2,050 | $4,106-50.1% | $3,740-45.2% | $4,754-56.9% |
| Participant deferral / active EE | $12,594 | $5,456+130.8% | $4,880+158.1% | $6,712+87.6% |
| Admin fee / account holder | $1,696 | $7,885-78.5% | $6,735-74.8% | $11,409-85.1% |