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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 | $178,931 | $129,737+37.9% | $119,126+50.2% | $154,746+15.6% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 9.70% | 379.08%-369.4pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,114 | $4,375-74.5% | $4,034-72.4% | $4,379-74.6% |
| Participant deferral / active EE | $1,857 | $5,842-68.2% | $5,318-65.1% | $6,730-72.4% |
| Admin fee / account holder | $951 | $11,961-92.0% | $10,693-91.1% | $14,365-93.4% |