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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 | $160,519 | $102,382+56.8% | $147,005+9.2% | $80,874+98.5% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 8.66% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,811 | $3,715-51.2% | $4,934-63.3% | $2,756-34.3% |
| Participant deferral / active EE | $12,401 | $6,646+86.6% | $8,070+53.7% | $4,297+188.6% |
| Admin fee / account holder | $3,407 | $7,942-57.1% | $13,006-73.8% | $6,935-50.9% |