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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 | $206,327 | $70,366+193.2% | $66,674+209.5% | $138,895+48.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 4.87% | 386.41%-381.5pp | 321.24%-316.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $2,273 | $2,765-17.8% | $2,620-13.3% | $4,194-45.8% |
| Participant deferral / active EE | $4,290 | $4,374-1.9% | $4,084+5.0% | $6,396-32.9% |
| Admin fee / account holder | $99,784 | $5,262+1796.1% | $5,098+1857.3% | $12,562+694.3% |