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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 | $206,421 | $85,171+142.4% | $172,752+19.5% | $72,975+182.9% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 14.78% | 27.32%-12.5pp | 802.97%-788.2pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,433 | $3,324-56.9% | $5,144-72.1% | $2,440-41.3% |
| Participant deferral / active EE | $4,620 | $3,260+41.7% | $5,198-11.1% | $3,608+28.1% |
| Admin fee / account holder | $1,371 | $5,880-76.7% | $13,955-90.2% | $5,124-73.3% |