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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 | $144,269 | $106,008+36.1% | $92,240+56.4% | $147,586-2.2% |
| Participation rate | 34.8% | 80.4%-45.6pp | 76.5%-41.7pp | 82.8%-48.0pp |
| Annual return | 7.42% | 50.05%-42.6pp | 176.29%-168.9pp | 578.59%-571.2pp |
| Employer contribution / active EE | $765 | $4,333-82.3% | $3,680-79.2% | $4,876-84.3% |
| Participant deferral / active EE | $2,592 | $4,478-42.1% | $3,897-33.5% | $5,439-52.3% |
| Admin fee / account holder | $35,501 | $6,333+460.6% | $5,194+583.5% | $10,886+226.1% |