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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 | $196,796 | $101,618+93.7% | $93,063+111.5% | $137,256+43.4% |
| Participation rate | 38.5% | 74.9%-36.5pp | 72.1%-33.7pp | 80.0%-41.5pp |
| Annual return | 0.78% | 223.95%-223.2pp | 34.15%-33.4pp | 220.34%-219.6pp |
| Employer contribution / active EE | $740 | $2,707-72.7% | $2,476-70.1% | $4,156-82.2% |
| Participant deferral / active EE | $953 | $4,279-77.7% | $3,958-75.9% | $6,407-85.1% |
| Admin fee / account holder | $9,730 | $6,198+57.0% | $6,033+61.3% | $12,270-20.7% |