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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 | $167,422 | $152,612+9.7% | $125,192+33.7% | $152,897+9.5% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 7.94% | 54.85%-46.9pp | 43.79%-35.9pp | 345.43%-337.5pp |
| Employer contribution / active EE | $2,755 | $4,947-44.3% | $3,866-28.8% | $4,764-42.2% |
| Participant deferral / active EE | $10,258 | $5,868+74.8% | $4,937+107.8% | $5,851+75.3% |
| Admin fee / account holder | $729 | $13,437-94.6% | $9,704-92.5% | $11,599-93.7% |