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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 | $246,446 | $109,872+124.3% | $98,483+150.2% | $167,536+47.1% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 7.02% | 1959.31%-1952.3pp | 1494.38%-1487.4pp | 478.82%-471.8pp |
| Employer contribution / active EE | $888 | $3,225-72.5% | $2,961-70.0% | $4,839-81.7% |
| Participant deferral / active EE | $4,174 | $4,673-10.7% | $4,276-2.4% | $6,342-34.2% |
| Admin fee / account holder | $6,921 | $6,757+2.4% | $5,953+16.3% | $12,315-43.8% |