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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 | $245,620 | $97,125+152.9% | $86,233+184.8% | $137,256+79.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 10.32% | 74.19%-63.9pp | 61.39%-51.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $995 | $2,841-65.0% | $2,504-60.3% | $4,156-76.0% |
| Participant deferral / active EE | $5,651 | $5,180+9.1% | $4,559+24.0% | $6,407-11.8% |
| Admin fee / account holder | $421 | $9,725-95.7% | $8,342-94.9% | $12,270-96.6% |