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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 | $245,514 | $102,429+139.7% | $147,096+66.9% | $80,925+203.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 10.78% | 135.02%-124.2pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $3,697 | $3,716-0.5% | $4,936-25.1% | $2,756+34.1% |
| Participant deferral / active EE | $8,156 | $6,649+22.7% | $8,071+1.0% | $4,299+89.7% |
| Admin fee / account holder | $2,182 | $7,957-72.6% | $13,005-83.2% | $6,940-68.6% |