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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 | $178,545 | $96,731+84.6% | $123,973+44.0% | $86,983+105.3% |
| Participation rate | 52.0% | 70.0%-18.0pp | 76.7%-24.7pp | 69.5%-17.5pp |
| Annual return | 10.89% | 17.33%-6.4pp | 388.13%-377.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $2,488 | $3,297-24.5% | $4,126-39.7% | $2,584-3.7% |
| Participant deferral / active EE | $4,382 | $4,152+5.5% | $5,247-16.5% | $4,194+4.5% |
| Admin fee / account holder | $2,035 | $8,722-76.7% | $11,799-82.8% | $7,856-74.1% |