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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 | $151,970 | $70,366+116.0% | $66,674+127.9% | $138,895+9.4% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.7%-21.3pp | 79.9%-27.5pp |
| Annual return | 11.70% | 386.41%-374.7pp | 321.24%-309.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $737 | $2,765-73.3% | $2,620-71.9% | $4,194-82.4% |
| Participant deferral / active EE | $4,053 | $4,374-7.3% | $4,084-0.8% | $6,396-36.6% |
| Admin fee / account holder | $9,938 | $5,262+88.8% | $5,098+94.9% | $12,562-20.9% |