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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 | $219,047 | $182,442+20.1% | $163,379+34.1% | $138,895+57.7% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.8%-21.8pp | 79.9%-24.9pp |
| Annual return | 9.84% | 72.74%-62.9pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,656 | $4,159-60.2% | $3,752-55.9% | $4,194-60.5% |
| Participant deferral / active EE | $6,676 | $6,817-2.1% | $6,282+6.3% | $6,396+4.4% |
| Admin fee / account holder | $194,871 | $10,396+1774.6% | $9,818+1884.9% | $12,562+1451.2% |