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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 | $86,390 | $55,472+55.7% | $155,567-44.5% | $74,546+15.9% |
| Participation rate | 54.0% | 61.9%-7.9pp | 78.2%-24.2pp | 67.2%-13.2pp |
| Annual return | 9.39% | 268.72%-259.3pp | 64.74%-55.3pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $2,154 | $2,269-5.1% | $4,674-53.9% | $2,624-17.9% |
| Participant deferral / active EE | $5,039 | $2,838+77.6% | $5,628-10.5% | $4,347+15.9% |
| Admin fee / account holder | $7,869 | $1,743+351.5% | $15,916-50.6% | $1,944+304.9% |