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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 | $200,558 | $111,535+79.8% | $105,223+90.6% | $137,256+46.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 4.26% | 237.85%-233.6pp | 180.65%-176.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,380 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $4,703 | $5,500-14.5% | $5,072-7.3% | $6,407-26.6% |
| Admin fee / account holder | $7,807 | $9,721-19.7% | $8,859-11.9% | $12,270-36.4% |