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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 | $223,617 | $96,678+131.3% | $86,640+158.1% | $139,466+60.3% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 0.81% | 106.69%-105.9pp | 592.52%-591.7pp | 373.66%-372.9pp |
| Employer contribution / active EE | $971 | $3,265-70.3% | $3,024-67.9% | $4,754-79.6% |
| Participant deferral / active EE | $10,313 | $4,837+113.2% | $4,438+132.4% | $6,712+53.6% |
| Admin fee / account holder | $10,292 | $6,410+60.6% | $5,616+83.3% | $11,409-9.8% |