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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 | $194,095 | $150,435+29.0% | $120,580+61.0% | $145,897+33.0% |
| Participation rate | 35.3% | 78.8%-43.5pp | 72.0%-36.7pp | 80.3%-45.0pp |
| Annual return | 6.98% | 154.60%-147.6pp | 107.48%-100.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,137 | $4,352-73.9% | $3,469-67.2% | $4,663-75.6% |
| Participant deferral / active EE | $1,551 | $6,174-74.9% | $4,995-68.9% | $6,689-76.8% |
| Admin fee / account holder | $807 | $12,182-93.4% | $9,418-91.4% | $13,390-94.0% |