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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 | $118,520 | $58,311+103.3% | $81,882+44.7% | $80,959+46.4% |
| Participation rate | 42.7% | 63.5%-20.8pp | 72.4%-29.7pp | 67.7%-25.0pp |
| Annual return | 10.14% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,653 | $2,347-29.6% | $2,916-43.3% | $2,757-40.0% |
| Participant deferral / active EE | $5,109 | $3,287+55.4% | $4,323+18.2% | $4,300+18.8% |
| Admin fee / account holder | $2,931 | $4,752-38.3% | $7,360-60.2% | $6,925-57.7% |