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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 | $174,235 | $56,116+210.5% | $135,768+28.3% | $86,983+100.3% |
| Participation rate | 46.3% | 60.1%-13.8pp | 71.1%-24.7pp | 69.5%-23.2pp |
| Annual return | 11.42% | 125.33%-113.9pp | 526.10%-514.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,314 | $1,528-14.0% | $3,394-61.3% | $2,584-49.1% |
| Participant deferral / active EE | $3,328 | $2,690+23.7% | $3,977-16.3% | $4,194-20.6% |
| Admin fee / account holder | $49,891 | $4,314+1056.6% | $7,048+607.8% | $7,856+535.1% |