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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 | $126,650 | $72,071+75.7% | $68,368+85.2% | $137,256-7.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.08% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,931 | $2,788-30.7% | $2,649-27.1% | $4,156-53.5% |
| Participant deferral / active EE | $7,184 | $4,410+62.9% | $4,123+74.3% | $6,407+12.1% |
| Admin fee / account holder | $7,504 | $5,336+40.6% | $5,150+45.7% | $12,270-38.8% |