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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 | $157,846 | $111,814+41.2% | $103,374+52.7% | $145,959+8.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.31% | 24.77%-17.5pp | 24.89%-17.6pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,444 | $4,214-65.7% | $3,869-62.7% | $4,661-69.0% |
| Participant deferral / active EE | $4,064 | $5,618-27.7% | $5,058-19.6% | $6,689-39.2% |
| Admin fee / account holder | $22,136 | $9,754+126.9% | $8,394+163.7% | $13,398+65.2% |