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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 | $58,258+103.4% | $81,820+44.9% | $80,925+46.5% |
| Participation rate | 42.7% | 63.5%-20.8pp | 72.4%-29.7pp | 67.7%-25.0pp |
| Annual return | 10.14% | 41.76%-31.6pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,653 | $2,345-29.5% | $2,915-43.3% | $2,756-40.0% |
| Participant deferral / active EE | $5,109 | $3,284+55.6% | $4,323+18.2% | $4,299+18.9% |
| Admin fee / account holder | $2,931 | $4,976-41.1% | $7,391-60.3% | $6,940-57.8% |