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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 | $99,053+56.2% | $88,179+75.4% | $138,895+11.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 7.84% | 78.17%-70.3pp | 64.97%-57.1pp | 145.39%-137.6pp |
| Employer contribution / active EE | $4,645 | $2,882+61.2% | $2,549+82.2% | $4,194+10.7% |
| Participant deferral / active EE | $7,386 | $5,225+41.3% | $4,614+60.1% | $6,396+15.5% |
| Admin fee / account holder | $2,089 | $8,748-76.1% | $7,673-72.8% | $12,562-83.4% |