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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 | $177,711 | $101,618+74.9% | $93,063+91.0% | $137,256+29.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 8.04% | 223.95%-215.9pp | 34.15%-26.1pp | 220.34%-212.3pp |
| Employer contribution / active EE | $333 | $2,707-87.7% | $2,476-86.5% | $4,156-92.0% |
| Participant deferral / active EE | $1,033 | $4,279-75.9% | $3,958-73.9% | $6,407-83.9% |
| Admin fee / account holder | $859 | $6,198-86.1% | $6,033-85.8% | $12,270-93.0% |