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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 | $176,080 | $58,258+202.2% | $81,820+115.2% | $80,925+117.6% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 10.33% | 41.76%-31.4pp | 777.93%-767.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,454 | $2,345-38.0% | $2,915-50.1% | $2,756-47.2% |
| Participant deferral / active EE | $4,403 | $3,284+34.1% | $4,323+1.9% | $4,299+2.4% |
| Admin fee / account holder | $1,135 | $4,976-77.2% | $7,391-84.6% | $6,940-83.7% |