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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 | $151,122 | $56,134+169.2% | $96,171+57.1% | $85,847+76.0% |
| Participation rate | 64.3% | 56.7%+7.6pp | 68.4%-4.2pp | 69.3%-5.0pp |
| Annual return | 10.18% | 42.30%-32.1pp | 192.04%-181.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $610 | $1,620-62.4% | $2,799-78.2% | $2,565-76.2% |
| Participant deferral / active EE | $2,771 | $2,858-3.0% | $4,350-36.3% | $3,952-29.9% |
| Admin fee / account holder | $5,921 | $3,769+57.1% | $5,538+6.9% | $6,261-5.4% |