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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 | $134,817+48.8% | $123,973+61.8% | $155,188+29.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 4.26% | 515.49%-511.2pp | 388.13%-383.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $1,380 | $4,425-68.8% | $4,126-66.6% | $4,248-67.5% |
| Participant deferral / active EE | $4,703 | $5,706-17.6% | $5,247-10.4% | $6,531-28.0% |
| Admin fee / account holder | $7,807 | $13,245-41.1% | $11,799-33.8% | $14,480-46.1% |