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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 | $114,687 | $48,337+137.3% | $67,560+69.8% | $80,959+41.7% |
| Participation rate | 64.5% | 66.4%-1.9pp | 72.9%-8.4pp | 67.7%-3.2pp |
| Annual return | 8.92% | 18.26%-9.3pp | 3533.50%-3524.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $2,305 | $2,023+14.0% | $2,737-15.8% | $2,757-16.4% |
| Participant deferral / active EE | $9,711 | $2,928+231.6% | $4,004+142.5% | $4,300+125.8% |
| Admin fee / account holder | $9,307 | $3,695+151.8% | $3,994+133.0% | $6,925+34.4% |