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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 | $235,648 | $111,814+110.7% | $103,378+127.9% | $145,978+61.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 5.24% | 24.80%-19.6pp | 24.91%-19.7pp | 550.52%-545.3pp |
| Employer contribution / active EE | $22,666 | $4,215+437.7% | $3,870+485.6% | $4,662+386.2% |
| Participant deferral / active EE | $16,902 | $5,618+200.9% | $5,058+234.2% | $6,690+152.7% |
| Admin fee / account holder | $3,257 | $9,764-66.6% | $8,401-61.2% | $13,400-75.7% |