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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 | $164,469 | $110,379+49.0% | $102,412+60.6% | $145,884+12.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.94% | 24.84%-15.9pp | 24.94%-16.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,769 | $4,216-58.0% | $3,870-54.3% | $4,662-62.1% |
| Participant deferral / active EE | $3,401 | $5,622-39.5% | $5,060-32.8% | $6,690-49.2% |
| Admin fee / account holder | $3,354 | $9,745-65.6% | $8,388-60.0% | $13,392-75.0% |