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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 | $185,485 | $65,434+183.5% | $98,483+88.3% | $85,847+116.1% |
| Participation rate | 60.9% | 65.0%-4.1pp | 73.3%-12.5pp | 69.3%-8.4pp |
| Annual return | 10.37% | 21.75%-11.4pp | 1494.38%-1484.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $775 | $2,169-64.3% | $2,961-73.8% | $2,565-69.8% |
| Participant deferral / active EE | $2,930 | $3,168-7.5% | $4,276-31.5% | $3,952-25.9% |
| Admin fee / account holder | $605 | $4,595-86.8% | $5,953-89.8% | $6,261-90.3% |