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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 | $175,881 | $111,814+57.3% | $103,378+70.1% | $145,978+20.5% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 8.39% | 24.80%-16.4pp | 24.91%-16.5pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,356 | $4,215-67.8% | $3,870-65.0% | $4,662-70.9% |
| Participant deferral / active EE | $2,198 | $5,618-60.9% | $5,058-56.5% | $6,690-67.1% |
| Admin fee / account holder | $35,162 | $9,764+260.1% | $8,401+318.6% | $13,400+162.4% |