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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 | $152,159 | $102,938+47.8% | $94,105+61.7% | $138,895+9.5% |
| Participation rate | 52.6% | 74.6%-22.0pp | 71.9%-19.3pp | 79.9%-27.3pp |
| Annual return | 8.80% | 250.28%-241.5pp | 204.55%-195.8pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,207 | $2,732-55.8% | $2,504-51.8% | $4,194-71.2% |
| Participant deferral / active EE | $3,118 | $4,196-25.7% | $3,881-19.7% | $6,396-51.3% |
| Admin fee / account holder | $4,416 | $6,600-33.1% | $6,199-28.8% | $12,562-64.8% |