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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 | $119,896 | $78,690+52.4% | $161,489-25.8% | $87,485+37.0% |
| Participation rate | 64.0% | 67.5%-3.5pp | 78.7%-14.7pp | 68.9%-4.9pp |
| Annual return | 9.02% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $2,027 | $2,588-21.7% | $4,268-52.5% | $2,596-21.9% |
| Participant deferral / active EE | $5,258 | $3,311+58.8% | $5,630-6.6% | $4,274+23.0% |
| Admin fee / account holder | $25,653 | $6,724+281.5% | $16,006+60.3% | $7,775+230.0% |