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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 | $154,023 | $117,829+30.7% | $102,423+50.4% | $145,877+5.6% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 7.86% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,355 | $3,615-62.5% | $3,023-55.2% | $4,663-70.9% |
| Participant deferral / active EE | $5,759 | $5,732+0.5% | $5,054+13.9% | $6,691-13.9% |
| Admin fee / account holder | $1,311 | $13,335-90.2% | $9,455-86.1% | $13,402-90.2% |