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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 | $155,730 | $72,426+115.0% | $67,560+130.5% | $145,897+6.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.71% | 7226.78%-7219.1pp | 3533.50%-3525.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,712 | $3,074-44.3% | $2,737-37.5% | $4,663-63.3% |
| Participant deferral / active EE | $9,992 | $4,785+108.8% | $4,004+149.5% | $6,689+49.4% |
| Admin fee / account holder | $640 | $5,514-88.4% | $3,994-84.0% | $13,390-95.2% |