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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 | $102,429+56.7% | $147,096+9.1% | $80,925+98.4% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 8.66% | 135.02%-126.4pp | 419.75%-411.1pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,811 | $3,716-51.3% | $4,936-63.3% | $2,756-34.3% |
| Participant deferral / active EE | $12,401 | $6,649+86.5% | $8,071+53.6% | $4,299+188.5% |
| Admin fee / account holder | $3,407 | $7,957-57.2% | $13,005-73.8% | $6,940-50.9% |