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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 | $220,154 | $102,382+115.0% | $147,005+49.8% | $80,874+172.2% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 9.70% | 134.89%-125.2pp | 418.76%-409.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,261 | $3,715-66.0% | $4,934-74.4% | $2,756-54.2% |
| Participant deferral / active EE | $5,067 | $6,646-23.8% | $8,070-37.2% | $4,297+17.9% |
| Admin fee / account holder | $2,033 | $7,942-74.4% | $13,006-84.4% | $6,935-70.7% |