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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 | $223,394 | $100,970+121.2% | $96,576+131.3% | $137,256+62.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 11.68% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $205 | $3,809-94.6% | $3,553-94.2% | $4,156-95.1% |
| Participant deferral / active EE | $2,278 | $8,286-72.5% | $7,956-71.4% | $6,407-64.4% |
| Admin fee / account holder | $20,628 | $11,312+82.4% | $11,381+81.3% | $12,270+68.1% |