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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 | $177,381 | $110,337+60.8% | $102,383+73.3% | $145,877+21.6% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 6.72% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $2,747 | $4,216-34.8% | $3,870-29.0% | $4,663-41.1% |
| Participant deferral / active EE | $6,726 | $5,621+19.7% | $5,060+32.9% | $6,691+0.5% |
| Admin fee / account holder | $10,660 | $9,750+9.3% | $8,391+27.0% | $13,402-20.5% |