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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 | $179,970 | $154,754+16.3% | $124,206+44.9% | $138,895+29.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 8.92% | 709.28%-700.4pp | 515.27%-506.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $2,407 | $4,446-45.9% | $3,540-32.0% | $4,194-42.6% |
| Participant deferral / active EE | $10,983 | $4,621+137.7% | $3,968+176.8% | $6,396+71.7% |
| Admin fee / account holder | $700 | $6,690-89.5% | $5,929-88.2% | $12,562-94.4% |