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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 | $196,934 | $93,345+111.0% | $119,126+65.3% | $87,485+125.1% |
| Participation rate | 55.2% | 68.7%-13.6pp | 75.8%-20.6pp | 68.9%-13.8pp |
| Annual return | 11.20% | 19.08%-7.9pp | 282.11%-270.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $8,450 | $3,172+166.4% | $4,034+109.5% | $2,596+225.5% |
| Participant deferral / active EE | $3,830 | $4,099-6.6% | $5,318-28.0% | $4,274-10.4% |
| Admin fee / account holder | $8,513 | $8,039+5.9% | $10,693-20.4% | $7,775+9.5% |