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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 | $219,298 | $56,431+288.6% | $130,788+67.7% | $87,485+150.7% |
| Participation rate | 62.2% | 58.9%+3.2pp | 70.1%-7.9pp | 68.9%-6.8pp |
| Annual return | 10.95% | 91.27%-80.3pp | 386.44%-375.5pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,091 | $1,549-29.6% | $3,558-69.3% | $2,596-58.0% |
| Participant deferral / active EE | $3,911 | $2,749+42.3% | $4,137-5.5% | $4,274-8.5% |
| Admin fee / account holder | $2,140 | $4,433-51.7% | $6,673-67.9% | $7,775-72.5% |