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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 | $87,166+158.9% | $76,735+194.1% | $137,256+64.4% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 7.18% | 26.50%-19.3pp | 29.77%-22.6pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,625 | $2,904-44.0% | $2,454-33.8% | $4,156-60.9% |
| Participant deferral / active EE | $7,909 | $4,726+67.3% | $4,088+93.5% | $6,407+23.4% |
| Admin fee / account holder | $9,622 | $8,403+14.5% | $7,189+33.8% | $12,270-21.6% |