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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 | $188,917 | $78,670+140.1% | $109,173+73.0% | $85,847+120.1% |
| Participation rate | 42.9% | 68.3%-25.4pp | 75.9%-33.0pp | 69.3%-26.5pp |
| Annual return | 7.71% | 25.09%-17.4pp | 25.75%-18.0pp | 318.61%-310.9pp |
| Employer contribution / active EE | $2,186 | $2,734-20.1% | $3,723-41.3% | $2,565-14.8% |
| Participant deferral / active EE | $5,113 | $3,467+47.4% | $4,654+9.9% | $3,952+29.4% |
| Admin fee / account holder | $20,283 | $5,469+270.8% | $6,755+200.3% | $6,261+224.0% |