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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 | $244,855 | $125,237+95.5% | $105,608+131.9% | $145,877+67.9% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 7.95% | 225.76%-217.8pp | 116.50%-108.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,121 | $3,720-69.9% | $3,167-64.6% | $4,663-76.0% |
| Participant deferral / active EE | $9,580 | $5,711+67.8% | $5,010+91.2% | $6,691+43.2% |
| Admin fee / account holder | $980 | $17,287-94.3% | $11,028-91.1% | $13,402-92.7% |