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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 | $227,287 | $117,444+93.5% | $99,479+128.5% | $152,909+48.6% |
| Participation rate | 61.5% | 77.5%-16.0pp | 73.8%-12.3pp | 82.5%-20.9pp |
| Annual return | 1.68% | 31.87%-30.2pp | 30.72%-29.0pp | 345.46%-343.8pp |
| Employer contribution / active EE | $1,934 | $3,014-35.8% | $2,540-23.9% | $4,764-59.4% |
| Participant deferral / active EE | $5,259 | $4,086+28.7% | $3,619+45.3% | $5,851-10.1% |
| Admin fee / account holder | $22,442 | $7,635+193.9% | $6,253+258.9% | $11,601+93.5% |