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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 | $200,415 | $111,787+79.3% | $93,681+113.9% | $145,978+37.3% |
| Participation rate | 29.4% | 74.2%-44.8pp | 68.7%-39.3pp | 80.3%-50.9pp |
| Annual return | 7.08% | 203.52%-196.4pp | 133.47%-126.4pp | 550.52%-543.4pp |
| Employer contribution / active EE | $646 | $3,093-79.1% | $2,422-73.3% | $4,662-86.1% |
| Participant deferral / active EE | $2,698 | $4,918-45.1% | $4,415-38.9% | $6,690-59.7% |
| Admin fee / account holder | $1,633 | $10,256-84.1% | $8,290-80.3% | $13,400-87.8% |