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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 | $234,696 | $111,785+110.0% | $93,669+150.6% | $145,877+60.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 2.97% | 203.79%-200.8pp | 133.59%-130.6pp | 551.28%-548.3pp |
| Employer contribution / active EE | $1,097 | $3,096-64.6% | $2,424-54.7% | $4,663-76.5% |
| Participant deferral / active EE | $1,510 | $4,919-69.3% | $4,416-65.8% | $6,691-77.4% |
| Admin fee / account holder | $2,400 | $10,256-76.6% | $8,291-71.1% | $13,402-82.1% |