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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 | $141,353 | $63,346+123.1% | $92,239+53.2% | $70,124+101.6% |
| Participation rate | 57.4% | 68.7%-11.3pp | 76.5%-19.1pp | 69.5%-12.1pp |
| Annual return | 12.10% | 530.19%-518.1pp | 176.29%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $921 | $2,471-62.7% | $3,680-75.0% | $2,342-60.7% |
| Participant deferral / active EE | $2,897 | $2,854+1.5% | $3,897-25.7% | $3,332-13.1% |
| Admin fee / account holder | $3,489 | $3,841-9.1% | $5,194-32.8% | $4,645-24.9% |