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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 | $193,916 | $88,672+118.7% | $105,223+84.3% | $82,448+135.2% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.6pp |
| Annual return | 12.79% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,026 | $3,048-0.7% | $3,689-18.0% | $2,551+18.6% |
| Participant deferral / active EE | $9,185 | $4,036+127.6% | $5,072+81.1% | $4,139+121.9% |
| Admin fee / account holder | $17,945 | $7,146+151.1% | $8,859+102.6% | $7,234+148.0% |