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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 | $175,779 | $111,830+57.2% | $93,696+87.6% | $145,884+20.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.37% | 204.08%-197.7pp | 133.74%-127.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,623 | $3,093-47.5% | $2,422-33.0% | $4,662-65.2% |
| Participant deferral / active EE | $3,973 | $4,920-19.3% | $4,417-10.1% | $6,690-40.6% |
| Admin fee / account holder | $5,548 | $10,249-45.9% | $8,287-33.1% | $13,392-58.6% |