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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 | $128,041 | $81,208+57.7% | $98,916+29.4% | $79,858+60.3% |
| Participation rate | 68.8% | 72.5%-3.8pp | 76.0%-7.3pp | 69.6%-0.9pp |
| Annual return | 10.02% | 60.99%-51.0pp | 196.45%-186.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $3,007 | $1,960+53.4% | $2,689+11.8% | $2,471+21.7% |
| Participant deferral / active EE | $6,013 | $3,265+84.2% | $4,245+41.7% | $3,740+60.8% |
| Admin fee / account holder | $6,069 | $6,013+0.9% | $6,642-8.6% | $5,306+14.4% |