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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 | $168,413 | $100,203+68.1% | $85,240+97.6% | $145,897+15.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.80% | 84.28%-79.5pp | 66.75%-62.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,507 | $3,242-53.5% | $2,735-44.9% | $4,663-67.7% |
| Participant deferral / active EE | $3,103 | $5,299-41.4% | $4,527-31.5% | $6,689-53.6% |
| Admin fee / account holder | $520 | $7,265-92.8% | $6,165-91.6% | $13,390-96.1% |