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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 | $160,714 | $51,642+211.2% | $129,384+24.2% | $80,935+98.6% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 8.28% | 20.78%-12.5pp | 9461.77%-9453.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,635 | $1,583+3.3% | $4,153-60.6% | $2,757-40.7% |
| Participant deferral / active EE | $3,250 | $2,670+21.8% | $4,166-22.0% | $4,299-24.4% |
| Admin fee / account holder | $44,561 | $4,312+933.5% | $7,686+479.8% | $6,924+543.5% |