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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 | $154,251 | $124,351+24.0% | $109,188+41.3% | $167,553-7.9% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 7.63% | 26.04%-18.4pp | 25.76%-18.1pp | 478.89%-471.3pp |
| Employer contribution / active EE | $1,237 | $4,210-70.6% | $3,723-66.8% | $4,840-74.4% |
| Participant deferral / active EE | $5,517 | $5,257+4.9% | $4,654+18.5% | $6,343-13.0% |
| Admin fee / account holder | $42,631 | $7,975+434.6% | $6,755+531.1% | $12,316+246.1% |