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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 | $115,547 | $98,766+17.0% | $149,730-22.8% | $79,852+44.7% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.1pp |
| Annual return | 10.62% | 27.43%-16.8pp | 276.70%-266.1pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,908 | $3,217-9.6% | $4,645-37.4% | $2,471+17.7% |
| Participant deferral / active EE | $6,187 | $5,681+8.9% | $6,843-9.6% | $3,740+65.4% |
| Admin fee / account holder | $11,754 | $6,052+94.2% | $9,310+26.2% | $5,306+121.5% |