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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 | $194,103 | $124,330+56.1% | $109,173+77.8% | $167,536+15.9% |
| Participation rate | 61.5% | 79.5%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 9.62% | 26.04%-16.4pp | 25.75%-16.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $979 | $4,209-76.7% | $3,723-73.7% | $4,839-79.8% |
| Participant deferral / active EE | $8,702 | $5,256+65.5% | $4,654+87.0% | $6,342+37.2% |
| Admin fee / account holder | $8,252 | $7,974+3.5% | $6,755+22.2% | $12,315-33.0% |