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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 | $219,768 | $108,912+101.8% | $100,383+118.9% | $145,959+50.6% |
| Participation rate | 53.3% | 83.0%-29.6pp | 81.5%-28.2pp | 80.3%-27.0pp |
| Annual return | 9.69% | 57.96%-48.3pp | 49.26%-39.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $706 | $4,423-84.0% | $3,944-82.1% | $4,661-84.9% |
| Participant deferral / active EE | $4,004 | $8,451-52.6% | $8,086-50.5% | $6,689-40.1% |
| Admin fee / account holder | $106,617 | $9,690+1000.3% | $7,900+1249.6% | $13,398+695.8% |