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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 | $113,452 | $77,638+46.1% | $156,551-27.5% | $62,881+80.4% |
| Participation rate | 53.3% | 71.2%-17.9pp | 84.0%-30.7pp | 69.3%-16.0pp |
| Annual return | 3.76% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,608 | $3,444-53.3% | $5,501-70.8% | $2,281-29.5% |
| Participant deferral / active EE | $5,105 | $3,046+67.6% | $4,871+4.8% | $3,203+59.4% |
| Admin fee / account holder | $8,369 | $5,561+50.5% | $13,028-35.8% | $4,296+94.8% |