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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 | $173,220 | $88,778+95.1% | $81,844+111.6% | $145,884+18.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.38% | 1033.03%-1024.6pp | 778.87%-770.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,473 | $3,087-52.3% | $2,916-49.5% | $4,662-68.4% |
| Participant deferral / active EE | $3,319 | $4,648-28.6% | $4,323-23.2% | $6,690-50.4% |
| Admin fee / account holder | $1,594 | $8,430-81.1% | $7,355-78.3% | $13,392-88.1% |