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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 | $178,438 | $63,346+181.7% | $92,240+93.4% | $70,126+154.5% |
| Participation rate | 47.8% | 68.7%-20.8pp | 76.5%-28.7pp | 69.5%-21.7pp |
| Annual return | 7.94% | 530.19%-522.3pp | 176.29%-168.4pp | 73.15%-65.2pp |
| Employer contribution / active EE | $605 | $2,471-75.5% | $3,680-83.5% | $2,343-74.2% |
| Participant deferral / active EE | $1,384 | $2,854-51.5% | $3,897-64.5% | $3,332-58.5% |
| Admin fee / account holder | $2,078 | $3,841-45.9% | $5,194-60.0% | $4,645-55.3% |