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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 | $174,300 | $100,262+73.8% | $81,370+114.2% | $145,897+19.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.54% | 34.52%-32.0pp | 24.85%-22.3pp | 552.29%-549.7pp |
| Employer contribution / active EE | $920 | $2,979-69.1% | $2,464-62.7% | $4,663-80.3% |
| Participant deferral / active EE | $15,250 | $4,612+230.6% | $3,885+292.5% | $6,689+128.0% |
| Admin fee / account holder | $3,620 | $8,163-55.7% | $5,749-37.0% | $13,390-73.0% |