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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 | $180,971 | $124,346+45.5% | $111,308+62.6% | $167,536+8.0% |
| Participation rate | 22.2% | 79.6%-57.4pp | 77.3%-55.1pp | 82.1%-59.9pp |
| Annual return | 6.21% | 37.45%-31.2pp | 54.67%-48.5pp | 478.82%-472.6pp |
| Employer contribution / active EE | $787 | $3,437-77.1% | $2,732-71.2% | $4,839-83.7% |
| Participant deferral / active EE | $4,082 | $5,182-21.2% | $4,487-9.0% | $6,342-35.6% |
| Admin fee / account holder | $2,752 | $10,621-74.1% | $7,965-65.4% | $12,315-77.7% |