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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 | $180,571 | $86,288+109.3% | $111,306+62.2% | $85,851+110.3% |
| Participation rate | 58.6% | 73.3%-14.7pp | 77.3%-18.7pp | 69.3%-10.7pp |
| Annual return | 8.03% | 19.99%-12.0pp | 54.67%-46.6pp | 318.63%-310.6pp |
| Employer contribution / active EE | $3,286 | $2,044+60.8% | $2,732+20.3% | $2,565+28.1% |
| Participant deferral / active EE | $5,445 | $3,641+49.6% | $4,488+21.3% | $3,952+37.8% |
| Admin fee / account holder | $2,985 | $8,189-63.5% | $7,966-62.5% | $6,261-52.3% |