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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 | $170,871 | $70,366+142.8% | $66,674+156.3% | $138,895+23.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.21% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $432 | $2,765-84.4% | $2,620-83.5% | $4,194-89.7% |
| Participant deferral / active EE | $864 | $4,374-80.3% | $4,084-78.9% | $6,396-86.5% |
| Admin fee / account holder | $1,811 | $5,262-65.6% | $5,098-64.5% | $12,562-85.6% |