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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 | $162,255 | $101,618+59.7% | $93,063+74.4% | $137,256+18.2% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 3.16% | 223.95%-220.8pp | 34.15%-31.0pp | 220.34%-217.2pp |
| Employer contribution / active EE | $906 | $2,707-66.5% | $2,476-63.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,812 | $4,279-57.7% | $3,958-54.2% | $6,407-71.7% |
| Admin fee / account holder | $16,597 | $6,198+167.8% | $6,033+175.1% | $12,270+35.3% |