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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 | $214,944 | $70,366+205.5% | $66,674+222.4% | $138,895+54.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 9.99% | 386.41%-376.4pp | 321.24%-311.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,061 | $2,765-61.6% | $2,620-59.5% | $4,194-74.7% |
| Participant deferral / active EE | $6,776 | $4,374+54.9% | $4,084+65.9% | $6,396+5.9% |
| Admin fee / account holder | $2,528 | $5,262-52.0% | $5,098-50.4% | $12,562-79.9% |