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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 | $194,811 | $52,279+272.6% | $89,400+117.9% | $79,858+143.9% |
| Participation rate | 42.3% | 57.5%-15.2pp | 68.0%-25.7pp | 69.6%-27.3pp |
| Annual return | 11.01% | 22.16%-11.2pp | 245.64%-234.6pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,619 | $1,572+3.0% | $2,586-37.4% | $2,471-34.5% |
| Participant deferral / active EE | $4,108 | $2,740+49.9% | $3,890+5.6% | $3,740+9.8% |
| Admin fee / account holder | $41,614 | $3,356+1139.9% | $4,882+752.4% | $5,306+684.3% |