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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 | $155,667 | $96,731+60.9% | $123,973+25.6% | $86,983+79.0% |
| Participation rate | 62.3% | 70.0%-7.7pp | 76.7%-14.4pp | 69.5%-7.2pp |
| Annual return | 4.80% | 17.33%-12.5pp | 388.13%-383.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $1,105 | $3,297-66.5% | $4,126-73.2% | $2,584-57.3% |
| Participant deferral / active EE | $4,829 | $4,152+16.3% | $5,247-8.0% | $4,194+15.2% |
| Admin fee / account holder | $23,304 | $8,722+167.2% | $11,799+97.5% | $7,856+196.6% |