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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 | $193,533 | $78,690+145.9% | $161,489+19.8% | $87,485+121.2% |
| Participation rate | 65.7% | 67.5%-1.8pp | 78.7%-13.0pp | 68.9%-3.2pp |
| Annual return | 12.45% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $5,873 | $2,588+126.9% | $4,268+37.6% | $2,596+126.2% |
| Participant deferral / active EE | $10,119 | $3,311+205.6% | $5,630+79.7% | $4,274+136.8% |
| Admin fee / account holder | $2,476 | $6,724-63.2% | $16,006-84.5% | $7,775-68.2% |