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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 | $148,904 | $114,119+30.5% | $107,187+38.9% | $138,895+7.2% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 7.98% | 273.21%-265.2pp | 204.55%-196.6pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,713 | $4,059-57.8% | $3,782-54.7% | $4,194-59.2% |
| Participant deferral / active EE | $6,535 | $5,538+18.0% | $5,096+28.2% | $6,396+2.2% |
| Admin fee / account holder | $3,281 | $10,024-67.3% | $9,162-64.2% | $12,562-73.9% |