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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 | $158,356 | $88,672+78.6% | $105,223+50.5% | $82,448+92.1% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.5pp |
| Annual return | 6.35% | 30.86%-24.5pp | 180.65%-174.3pp | 41.64%-35.3pp |
| Employer contribution / active EE | $2,769 | $3,048-9.2% | $3,689-24.9% | $2,551+8.5% |
| Participant deferral / active EE | $3,835 | $4,036-5.0% | $5,072-24.4% | $4,139-7.3% |
| Admin fee / account holder | $1,583 | $7,146-77.8% | $8,859-82.1% | $7,234-78.1% |