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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 | $95,698 | $65,566+46.0% | $86,235+11.0% | $75,177+27.3% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 10.12% | 46.07%-36.0pp | 1170.03%-1159.9pp | 160.75%-150.6pp |
| Employer contribution / active EE | $759 | $1,553-51.1% | $2,381-68.1% | $2,671-71.6% |
| Participant deferral / active EE | $3,481 | $3,023+15.1% | $3,987-12.7% | $4,126-15.7% |
| Admin fee / account holder | $14,131 | $5,470+158.4% | $6,856+106.1% | $5,651+150.1% |