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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 | $169,379 | $72,071+135.0% | $68,368+147.7% | $137,256+23.4% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 7.07% | 353.14%-346.1pp | 292.57%-285.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $776 | $2,788-72.1% | $2,649-70.7% | $4,156-81.3% |
| Participant deferral / active EE | $1,539 | $4,410-65.1% | $4,123-62.7% | $6,407-76.0% |
| Admin fee / account holder | $3,339 | $5,336-37.4% | $5,150-35.2% | $12,270-72.8% |