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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 | $176,707 | $100,139+76.5% | $85,187+107.4% | $145,884+21.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 6.92% | 84.15%-77.2pp | 66.67%-59.7pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,320 | $3,238-28.3% | $2,732-15.1% | $4,662-50.2% |
| Participant deferral / active EE | $20,305 | $5,296+283.4% | $4,525+348.7% | $6,690+203.5% |
| Admin fee / account holder | $1,518 | $7,262-79.1% | $6,162-75.4% | $13,392-88.7% |