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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 | $206,867 | $34,316+502.8% | $74,723+176.8% | $72,976+183.5% |
| Participation rate | 44.4% | 42.4%+2.0pp | 54.5%-10.0pp | 69.5%-25.0pp |
| Annual return | 12.89% | 26.58%-13.7pp | 753.18%-740.3pp | 81.02%-68.1pp |
| Employer contribution / active EE | $3,384 | $692+389.1% | $1,084+212.1% | $2,440+38.7% |
| Participant deferral / active EE | $3,219 | $1,272+153.2% | $1,962+64.1% | $3,608-10.8% |
| Admin fee / account holder | $8,570 | $2,125+303.3% | $3,335+157.0% | $5,124+67.2% |