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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 | $89,259+74.4% | $107,187+45.2% | $82,637+88.4% |
| Participation rate | 62.3% | 67.9%-5.6pp | 75.0%-12.7pp | 68.1%-5.8pp |
| Annual return | 4.80% | 21.02%-16.2pp | 204.55%-199.7pp | 53.51%-48.7pp |
| Employer contribution / active EE | $1,105 | $3,080-64.1% | $3,782-70.8% | $2,552-56.7% |
| Participant deferral / active EE | $4,829 | $4,037+19.6% | $5,096-5.2% | $4,126+17.0% |
| Admin fee / account holder | $23,304 | $7,381+215.7% | $9,162+154.3% | $7,339+217.5% |