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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 | $135,267 | $105,198+28.6% | $159,455-15.2% | $85,856+57.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 12.26% | 45.08%-32.8pp | 263.63%-251.4pp | 318.58%-306.3pp |
| Employer contribution / active EE | $3,559 | $3,319+7.2% | $4,830-26.3% | $2,565+38.7% |
| Participant deferral / active EE | $5,307 | $5,946-10.7% | $7,353-27.8% | $3,952+34.3% |
| Admin fee / account holder | $2,178 | $6,934-68.6% | $10,800-79.8% | $6,261-65.2% |