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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 | $102,422+114.9% | $147,117+49.6% | $80,959+171.9% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 9.70% | 135.16%-125.5pp | 420.54%-410.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,261 | $3,717-66.1% | $4,932-74.4% | $2,757-54.3% |
| Participant deferral / active EE | $5,067 | $6,652-23.8% | $8,065-37.2% | $4,300+17.8% |
| Admin fee / account holder | $2,033 | $7,953-74.4% | $12,993-84.4% | $6,925-70.6% |