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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 | $236,134 | $72,071+227.6% | $68,368+245.4% | $137,256+72.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 7.46% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,417 | $2,788-49.2% | $2,649-46.5% | $4,156-65.9% |
| Participant deferral / active EE | $2,946 | $4,410-33.2% | $4,123-28.5% | $6,407-54.0% |
| Admin fee / account holder | $939 | $5,336-82.4% | $5,150-81.8% | $12,270-92.4% |