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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 | $152,566 | $111,535+36.8% | $105,223+45.0% | $137,256+11.2% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 9.00% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,749 | $3,939-55.6% | $3,689-52.6% | $4,156-57.9% |
| Participant deferral / active EE | $4,447 | $5,500-19.1% | $5,072-12.3% | $6,407-30.6% |
| Admin fee / account holder | $7,772 | $9,721-20.0% | $8,859-12.3% | $12,270-36.7% |