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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 | $189,607 | $124,314+52.5% | $109,163+73.7% | $167,518+13.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 9.46% | 26.04%-16.6pp | 25.75%-16.3pp | 478.71%-469.2pp |
| Employer contribution / active EE | $1,520 | $4,209-63.9% | $3,723-59.2% | $4,838-68.6% |
| Participant deferral / active EE | $17,333 | $5,256+229.8% | $4,654+272.5% | $6,342+173.3% |
| Admin fee / account holder | $1,103 | $7,973-86.2% | $6,754-83.7% | $12,312-91.0% |