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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 | $118,097 | $95,415+23.8% | $185,851-36.5% | $85,851+37.6% |
| Participation rate | 65.4% | 68.8%-3.4pp | 81.7%-16.3pp | 69.3%-3.9pp |
| Annual return | 9.63% | 23.59%-14.0pp | 122.11%-112.5pp | 318.63%-309.0pp |
| Employer contribution / active EE | $4,289 | $3,314+29.4% | $5,168-17.0% | $2,565+67.2% |
| Participant deferral / active EE | $7,337 | $3,424+114.3% | $5,569+31.8% | $3,952+85.6% |
| Admin fee / account holder | $2,432 | $7,215-66.3% | $16,245-85.0% | $6,261-61.2% |