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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 | $178,401 | $88,672+101.2% | $105,223+69.5% | $82,448+116.4% |
| Participation rate | 36.7% | 67.9%-31.3pp | 75.0%-38.4pp | 68.1%-31.4pp |
| Annual return | 9.31% | 30.86%-21.5pp | 180.65%-171.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $3,174 | $3,048+4.1% | $3,689-14.0% | $2,551+24.4% |
| Participant deferral / active EE | $4,108 | $4,036+1.8% | $5,072-19.0% | $4,139-0.8% |
| Admin fee / account holder | $13,460 | $7,146+88.4% | $8,859+51.9% | $7,234+86.1% |