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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 | $195,959 | $124,351+57.6% | $109,188+79.5% | $167,553+17.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 1.77% | 26.04%-24.3pp | 25.76%-24.0pp | 478.89%-477.1pp |
| Employer contribution / active EE | $19,250 | $4,210+357.3% | $3,723+417.0% | $4,840+297.8% |
| Participant deferral / active EE | $13,000 | $5,257+147.3% | $4,654+179.3% | $6,343+105.0% |
| Admin fee / account holder | $1,089 | $7,975-86.3% | $6,755-83.9% | $12,316-91.2% |