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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 | $124,037 | $102,422+21.1% | $147,117-15.7% | $80,959+53.2% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 10.62% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,278 | $3,717-11.8% | $4,932-33.5% | $2,757+18.9% |
| Participant deferral / active EE | $8,641 | $6,652+29.9% | $8,065+7.1% | $4,300+100.9% |
| Admin fee / account holder | $8,982 | $7,953+12.9% | $12,993-30.9% | $6,925+29.7% |