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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 | $228,280 | $107,368+112.6% | $92,915+145.7% | $152,909+49.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 7.50% | 145.64%-138.1pp | 109.45%-102.0pp | 345.46%-338.0pp |
| Employer contribution / active EE | $1,314 | $4,222-68.9% | $3,653-64.0% | $4,764-72.4% |
| Participant deferral / active EE | $4,420 | $4,848-8.8% | $4,238+4.3% | $5,851-24.5% |
| Admin fee / account holder | $26,306 | $7,082+271.4% | $5,796+353.9% | $11,601+126.8% |