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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 | $182,019 | $72,071+152.6% | $68,368+166.2% | $137,256+32.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 11.64% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $732 | $2,788-73.8% | $2,649-72.4% | $4,156-82.4% |
| Participant deferral / active EE | $6,471 | $4,410+46.7% | $4,123+57.0% | $6,407+1.0% |
| Admin fee / account holder | $11,283 | $5,336+111.5% | $5,150+119.1% | $12,270-8.0% |