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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 | $179,571 | $72,071+149.2% | $68,368+162.7% | $137,256+30.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 11.26% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,428 | $2,788-12.9% | $2,649-8.3% | $4,156-41.6% |
| Participant deferral / active EE | $9,484 | $4,410+115.1% | $4,123+130.0% | $6,407+48.0% |
| Admin fee / account holder | $54,525 | $5,336+921.9% | $5,150+958.8% | $12,270+344.4% |