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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 | $134,055 | $70,366+90.5% | $66,674+101.1% | $138,895-3.5% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 11.44% | 386.41%-375.0pp | 321.24%-309.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $837 | $2,765-69.7% | $2,620-68.1% | $4,194-80.0% |
| Participant deferral / active EE | $2,381 | $4,374-45.6% | $4,084-41.7% | $6,396-62.8% |
| Admin fee / account holder | $4,986 | $5,262-5.3% | $5,098-2.2% | $12,562-60.3% |