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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 | $150,166 | $103,038+45.7% | $90,324+66.3% | $152,909-1.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 8.09% | 95.25%-87.2pp | 78.15%-70.1pp | 345.46%-337.4pp |
| Employer contribution / active EE | $2,457 | $3,141-21.8% | $2,856-14.0% | $4,764-48.4% |
| Participant deferral / active EE | $2,585 | $4,282-39.6% | $3,885-33.5% | $5,851-55.8% |
| Admin fee / account holder | $4,807 | $6,177-22.2% | $5,356-10.2% | $11,601-58.6% |