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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 | $132,723 | $70,366+88.6% | $66,674+99.1% | $138,895-4.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 9.99% | 386.41%-376.4pp | 321.24%-311.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,309 | $2,765-52.7% | $2,620-50.1% | $4,194-68.8% |
| Participant deferral / active EE | $4,726 | $4,374+8.1% | $4,084+15.7% | $6,396-26.1% |
| Admin fee / account holder | $16,219 | $5,262+208.2% | $5,098+218.1% | $12,562+29.1% |