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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 | $150,700 | $23,330+546.0% | $64,489+133.7% | $82,448+82.8% |
| Participation rate | 44.4% | 68.3%-23.8pp | 67.7%-23.2pp | 68.1%-23.6pp |
| Annual return | 13.89% | 83.66%-69.8pp | 55.03%-41.1pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,802 | $824+118.6% | $1,523+18.3% | $2,551-29.3% |
| Participant deferral / active EE | $2,474 | $1,707+44.9% | $2,778-10.9% | $4,139-40.2% |
| Admin fee / account holder | $14,937 | $2,946+407.1% | $4,260+250.6% | $7,234+106.5% |