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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 | $200,966 | $135,956+47.8% | $123,894+62.2% | $273,972-26.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.02% | 56.63%-53.6pp | 47.52%-44.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $4,103 | $5,170-20.6% | $4,617-11.1% | $4,869-15.7% |
| Participant deferral / active EE | $10,500 | $6,343+65.5% | $5,984+75.5% | $5,287+98.6% |
| Admin fee / account holder | $480 | $9,817-95.1% | $8,357-94.3% | $10,133-95.3% |