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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 | $151,623 | $65,434+131.7% | $98,483+54.0% | $85,847+76.6% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 9.08% | 21.75%-12.7pp | 1494.38%-1485.3pp | 318.61%-309.5pp |
| Employer contribution / active EE | $1,246 | $2,169-42.6% | $2,961-57.9% | $2,565-51.4% |
| Participant deferral / active EE | $3,750 | $3,168+18.4% | $4,276-12.3% | $3,952-5.1% |
| Admin fee / account holder | $12,872 | $4,595+180.1% | $5,953+116.2% | $6,261+105.6% |