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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 | $181,474 | $105,284+72.4% | $150,734+20.4% | $94,015+93.0% |
| Participation rate | 64.5% | 71.7%-7.2pp | 78.4%-13.9pp | 70.8%-6.3pp |
| Annual return | 9.82% | 15.67%-5.9pp | 600.81%-591.0pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,309 | $3,599-63.6% | $4,918-73.4% | $2,790-53.1% |
| Participant deferral / active EE | $3,869 | $4,274-9.5% | $5,610-31.0% | $4,249-9.0% |
| Admin fee / account holder | $1,469 | $9,839-85.1% | $14,905-90.1% | $8,951-83.6% |