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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 | $190,860 | $117,895+61.9% | $102,460+86.3% | $145,897+30.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.34% | 31.92%-23.6pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,567 | $3,619-56.7% | $3,025-48.2% | $4,663-66.4% |
| Participant deferral / active EE | $7,250 | $5,736+26.4% | $5,056+43.4% | $6,689+8.4% |
| Admin fee / account holder | $3,398 | $13,353-74.5% | $9,460-64.1% | $13,390-74.6% |