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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 | $90,643 | $65,566+38.2% | $86,235+5.1% | $75,177+20.6% |
| Participation rate | 68.6% | 60.5%+8.1pp | 69.0%-0.4pp | 67.2%+1.4pp |
| Annual return | 11.52% | 46.07%-34.5pp | 1170.03%-1158.5pp | 160.75%-149.2pp |
| Employer contribution / active EE | $2,114 | $1,553+36.1% | $2,381-11.2% | $2,671-20.9% |
| Participant deferral / active EE | $4,739 | $3,023+56.7% | $3,987+18.9% | $4,126+14.8% |
| Admin fee / account holder | $5,441 | $5,470-0.5% | $6,856-20.6% | $5,651-3.7% |