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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 | $112,949 | $51,638+118.7% | $68,368+65.2% | $82,448+37.0% |
| Participation rate | 44.9% | 63.6%-18.7pp | 73.8%-28.8pp | 68.1%-23.1pp |
| Annual return | 12.38% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $887 | $2,047-56.7% | $2,649-66.5% | $2,551-65.2% |
| Participant deferral / active EE | $2,966 | $2,914+1.8% | $4,123-28.1% | $4,139-28.3% |
| Admin fee / account holder | $11,508 | $4,643+147.8% | $5,150+123.5% | $7,234+59.1% |