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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 | $222,141 | $70,366+215.7% | $66,674+233.2% | $138,895+59.9% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.7%-20.7pp | 79.9%-27.0pp |
| Annual return | 10.24% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,408 | $2,765-49.1% | $2,620-46.3% | $4,194-66.4% |
| Participant deferral / active EE | $4,996 | $4,374+14.2% | $4,084+22.3% | $6,396-21.9% |
| Admin fee / account holder | $6,124 | $5,262+16.4% | $5,098+20.1% | $12,562-51.3% |