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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 | $229,247 | $97,125+136.0% | $86,233+165.8% | $137,256+67.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 9.15% | 74.19%-65.0pp | 61.39%-52.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,054 | $2,841-62.9% | $2,504-57.9% | $4,156-74.6% |
| Participant deferral / active EE | $9,104 | $5,180+75.8% | $4,559+99.7% | $6,407+42.1% |
| Admin fee / account holder | $1,089 | $9,725-88.8% | $8,342-86.9% | $12,270-91.1% |