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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 | $154,687 | $108,882+42.1% | $96,754+59.9% | $154,7460% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 7.84% | 98.39%-90.5pp | 82.04%-74.2pp | 172.34%-164.5pp |
| Employer contribution / active EE | $4,645 | $3,018+53.9% | $2,679+73.4% | $4,379+6.1% |
| Participant deferral / active EE | $7,386 | $5,323+38.8% | $4,758+55.2% | $6,730+9.7% |
| Admin fee / account holder | $2,089 | $10,200-79.5% | $8,905-76.5% | $14,365-85.5% |