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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 | $225,688 | $88,996+153.6% | $78,004+189.3% | $138,895+62.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.4%-39.4pp | 79.9%-49.9pp |
| Annual return | 7.18% | 28.03%-20.9pp | 31.07%-23.9pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,625 | $2,917-44.3% | $2,469-34.2% | $4,194-61.2% |
| Participant deferral / active EE | $7,909 | $4,724+67.4% | $4,092+93.3% | $6,396+23.6% |
| Admin fee / account holder | $9,622 | $8,807+9.2% | $7,578+27.0% | $12,562-23.4% |