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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 | $202,360 | $107,363+88.5% | $92,909+117.8% | $152,897+32.4% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 6.27% | 145.63%-139.4pp | 109.44%-103.2pp | 345.43%-339.2pp |
| Employer contribution / active EE | $1,048 | $4,222-75.2% | $3,653-71.3% | $4,764-78.0% |
| Participant deferral / active EE | $2,782 | $4,848-42.6% | $4,238-34.3% | $5,851-52.4% |
| Admin fee / account holder | $3,809 | $7,082-46.2% | $5,795-34.3% | $11,599-67.2% |