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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 | $125,778+56.5% | $114,563+71.8% | $154,746+27.2% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.9%-34.4pp | 80.7%-42.2pp |
| Annual return | 0.78% | 295.14%-294.4pp | 241.09%-240.3pp | 172.34%-171.6pp |
| Employer contribution / active EE | $740 | $2,806-73.6% | $2,592-71.5% | $4,379-83.1% |
| Participant deferral / active EE | $953 | $4,445-78.6% | $4,142-77.0% | $6,730-85.8% |
| Admin fee / account holder | $9,730 | $8,190+18.8% | $7,623+27.6% | $14,365-32.3% |