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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 | $43,365 | $201,370-78.5% | $184,256-76.5% | $145,897-70.3% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 8.90% | 29.05%-20.2pp | 28.85%-19.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $8,829 | $7,024+25.7% | $6,427+37.4% | $4,663+89.4% |
| Participant deferral / active EE | $17,266 | $9,808+76.0% | $9,133+89.1% | $6,689+158.1% |
| Admin fee / account holder | $4,463 | $16,364-72.7% | $13,899-67.9% | $13,390-66.7% |