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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 | $143,703 | $65,555+119.2% | $86,216+66.7% | $75,173+91.2% |
| Participation rate | 50.9% | 60.5%-9.6pp | 69.0%-18.1pp | 67.2%-16.3pp |
| Annual return | 7.44% | 46.07%-38.6pp | 1169.42%-1162.0pp | 160.72%-153.3pp |
| Employer contribution / active EE | $1,028 | $1,553-33.8% | $2,382-56.8% | $2,671-61.5% |
| Participant deferral / active EE | $3,734 | $3,023+23.5% | $3,986-6.3% | $4,126-9.5% |
| Admin fee / account holder | $6,196 | $5,469+13.3% | $6,853-9.6% | $5,651+9.7% |