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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 | $94,968 | $56,116+69.2% | $135,768-30.1% | $86,983+9.2% |
| Participation rate | 68.4% | 60.1%+8.3pp | 71.1%-2.7pp | 69.5%-1.1pp |
| Annual return | 8.94% | 125.33%-116.4pp | 526.10%-517.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $3,943 | $1,528+158.1% | $3,394+16.2% | $2,584+52.5% |
| Participant deferral / active EE | $2,163 | $2,690-19.6% | $3,977-45.6% | $4,194-48.4% |
| Admin fee / account holder | $4,648 | $4,314+7.7% | $7,048-34.1% | $7,856-40.8% |