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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 | $173,089 | $70,121+146.8% | $63,803+171.3% | $138,895+24.6% |
| Participation rate | 62.5% | 77.2%-14.7pp | 72.7%-10.2pp | 79.9%-17.4pp |
| Annual return | 7.42% | 946.48%-939.1pp | 543.72%-536.3pp | 145.39%-138.0pp |
| Employer contribution / active EE | $4,730 | $2,882+64.1% | $2,532+86.8% | $4,194+12.8% |
| Participant deferral / active EE | $17,031 | $4,535+275.5% | $3,843+343.2% | $6,396+166.3% |
| Admin fee / account holder | $14,402 | $6,738+113.8% | $5,196+177.1% | $12,562+14.6% |