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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 | $157,950 | $114,119+38.4% | $107,187+47.4% | $138,895+13.7% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 11.00% | 273.21%-262.2pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,707 | $4,059-33.3% | $3,782-28.4% | $4,194-35.5% |
| Participant deferral / active EE | $5,210 | $5,538-5.9% | $5,096+2.2% | $6,396-18.5% |
| Admin fee / account holder | $1,282 | $10,024-87.2% | $9,162-86.0% | $12,562-89.8% |