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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 | $187,015 | $70,366+165.8% | $66,674+180.5% | $138,895+34.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.83% | 386.41%-374.6pp | 321.24%-309.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,759 | $2,765-0.2% | $2,620+5.3% | $4,194-34.2% |
| Participant deferral / active EE | $5,444 | $4,374+24.5% | $4,084+33.3% | $6,396-14.9% |
| Admin fee / account holder | $5,057 | $5,262-3.9% | $5,098-0.8% | $12,562-59.7% |