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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 | $156,779 | $78,682+99.3% | $109,188+43.6% | $85,851+82.6% |
| Participation rate | 34.4% | 68.3%-33.9pp | 75.9%-41.5pp | 69.3%-34.9pp |
| Annual return | 8.26% | 25.09%-16.8pp | 25.76%-17.5pp | 318.63%-310.4pp |
| Employer contribution / active EE | $1,734 | $2,734-36.6% | $3,723-53.4% | $2,565-32.4% |
| Participant deferral / active EE | $5,773 | $3,468+66.5% | $4,654+24.0% | $3,952+46.1% |
| Admin fee / account holder | $5,735 | $5,470+4.8% | $6,755-15.1% | $6,261-8.4% |