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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 | $207,791 | $72,071+188.3% | $68,368+203.9% | $137,256+51.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 7.21% | 353.14%-345.9pp | 292.57%-285.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $672 | $2,788-75.9% | $2,649-74.6% | $4,156-83.8% |
| Participant deferral / active EE | $1,680 | $4,410-61.9% | $4,123-59.3% | $6,407-73.8% |
| Admin fee / account holder | $3,626 | $5,336-32.0% | $5,150-29.6% | $12,270-70.4% |