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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 | $229,317 | $70,366+225.9% | $66,674+243.9% | $138,895+65.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 11.88% | 386.41%-374.5pp | 321.24%-309.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $676 | $2,765-75.6% | $2,620-74.2% | $4,194-83.9% |
| Participant deferral / active EE | $4,381 | $4,374+0.2% | $4,084+7.3% | $6,396-31.5% |
| Admin fee / account holder | $1,128 | $5,262-78.6% | $5,098-77.9% | $12,562-91.0% |