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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 | $163,633 | $61,787+164.8% | $97,197+68.4% | $80,925+102.2% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.7%-20.8pp | 67.7%-15.8pp |
| Annual return | 9.90% | -558.16%+568.1pp | 75.47%-65.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,099 | $1,836-40.2% | $2,723-59.6% | $2,756-60.1% |
| Participant deferral / active EE | $4,392 | $3,027+45.1% | $4,263+3.0% | $4,299+2.2% |
| Admin fee / account holder | $10,224 | $5,170+97.8% | $5,637+81.4% | $6,940+47.3% |