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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 | $100,147+74.0% | $81,286+114.4% | $145,877+19.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.54% | 34.44%-31.9pp | 24.80%-22.3pp | 551.28%-548.7pp |
| Employer contribution / active EE | $920 | $2,977-69.1% | $2,463-62.6% | $4,663-80.3% |
| Participant deferral / active EE | $15,250 | $4,607+231.0% | $3,883+292.7% | $6,691+127.9% |
| Admin fee / account holder | $3,620 | $8,201-55.9% | $5,764-37.2% | $13,402-73.0% |