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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 | $194,323 | $88,672+119.1% | $105,223+84.7% | $82,448+135.7% |
| Participation rate | 63.4% | 67.9%-4.5pp | 75.0%-11.6pp | 68.1%-4.7pp |
| Annual return | 11.60% | 30.86%-19.3pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,389 | $3,048-54.4% | $3,689-62.4% | $2,551-45.6% |
| Participant deferral / active EE | $5,078 | $4,036+25.8% | $5,072+0.1% | $4,139+22.7% |
| Admin fee / account holder | $7,571 | $7,146+5.9% | $8,859-14.5% | $7,234+4.7% |