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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 | $184,672 | $54,757+237.3% | $90,300+104.5% | $72,983+153.0% |
| Participation rate | 63.6% | 65.1%-1.5pp | 73.3%-9.6pp | 69.5%-5.9pp |
| Annual return | 5.51% | 30.63%-25.1pp | 78.11%-72.6pp | 81.01%-75.5pp |
| Employer contribution / active EE | $5,685 | $2,092+171.7% | $2,854+99.2% | $2,440+133.0% |
| Participant deferral / active EE | $3,723 | $2,887+29.0% | $3,884-4.1% | $3,608+3.2% |
| Admin fee / account holder | $9,897 | $3,972+149.2% | $5,353+84.9% | $5,124+93.2% |