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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 | $152,463 | $52,353+191.2% | $120,225+26.8% | $82,448+84.9% |
| Participation rate | 63.4% | 58.3%+5.1pp | 69.6%-6.2pp | 68.1%-4.7pp |
| Annual return | 12.90% | 61.85%-48.9pp | 439.23%-426.3pp | 41.64%-28.7pp |
| Employer contribution / active EE | $732 | $1,510-51.5% | $3,475-78.9% | $2,551-71.3% |
| Participant deferral / active EE | $4,937 | $2,627+88.0% | $3,999+23.5% | $4,139+19.3% |
| Admin fee / account holder | $6,366 | $4,363+45.9% | $5,696+11.8% | $7,234-12.0% |