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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 | $150,346+29.1% | $120,524+61.0% | $145,877+33.1% |
| Participation rate | 35.3% | 78.8%-43.5pp | 71.9%-36.6pp | 80.3%-45.0pp |
| Annual return | 6.98% | 154.40%-147.4pp | 107.36%-100.4pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,137 | $4,353-73.9% | $3,469-67.2% | $4,663-75.6% |
| Participant deferral / active EE | $1,551 | $6,172-74.9% | $4,994-68.9% | $6,691-76.8% |
| Admin fee / account holder | $807 | $12,215-93.4% | $9,440-91.5% | $13,402-94.0% |