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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 | $229,137 | $70,366+225.6% | $66,674+243.7% | $138,895+65.0% |
| Participation rate | 36.4% | 76.2%-39.8pp | 73.7%-37.3pp | 79.9%-43.6pp |
| Annual return | 7.49% | 386.41%-378.9pp | 321.24%-313.8pp | 145.39%-137.9pp |
| Employer contribution / active EE | $444 | $2,765-83.9% | $2,620-83.0% | $4,194-89.4% |
| Participant deferral / active EE | $577 | $4,374-86.8% | $4,084-85.9% | $6,396-91.0% |
| Admin fee / account holder | $4,393 | $5,262-16.5% | $5,098-13.8% | $12,562-65.0% |