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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 | $151,880 | $91,559+65.9% | $133,978+13.4% | $79,856+90.2% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 5.31% | 61.85%-56.5pp | 45.10%-39.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,385 | $2,384+0.1% | $3,919-39.1% | $2,471-3.5% |
| Participant deferral / active EE | $3,785 | $3,734+1.4% | $5,047-25.0% | $3,741+1.2% |
| Admin fee / account holder | $2,378 | $6,321-62.4% | $8,930-73.4% | $5,306-55.2% |