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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 | $100,045 | $201,344-50.3% | $184,243-45.7% | $145,877-31.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 8.46% | 29.01%-20.5pp | 28.82%-20.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,214 | $7,022-68.5% | $6,427-65.6% | $4,663-52.5% |
| Participant deferral / active EE | $16,800 | $9,807+71.3% | $9,132+84.0% | $6,691+151.1% |
| Admin fee / account holder | $790 | $16,382-95.2% | $13,914-94.3% | $13,402-94.1% |