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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 | $97,125+59.3% | $86,233+79.4% | $137,256+12.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 7.84% | 74.19%-66.3pp | 61.39%-53.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $4,645 | $2,841+63.5% | $2,504+85.5% | $4,156+11.8% |
| Participant deferral / active EE | $7,386 | $5,180+42.6% | $4,559+62.0% | $6,407+15.3% |
| Admin fee / account holder | $2,089 | $9,725-78.5% | $8,342-75.0% | $12,270-83.0% |