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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 | $154,628 | $101,618+52.2% | $93,063+66.2% | $137,256+12.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 5.41% | 223.95%-218.5pp | 34.15%-28.7pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,983 | $2,707-26.7% | $2,476-19.9% | $4,156-52.3% |
| Participant deferral / active EE | $4,642 | $4,279+8.5% | $3,958+17.3% | $6,407-27.6% |
| Admin fee / account holder | $636 | $6,198-89.7% | $6,033-89.5% | $12,270-94.8% |