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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 | $145,152 | $101,950+42.4% | $125,529+15.6% | $86,983+66.9% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 69.5%-2.9pp |
| Annual return | 7.21% | 18.29%-11.1pp | 202.56%-195.4pp | 25.83%-18.6pp |
| Employer contribution / active EE | $1,514 | $2,358-35.8% | $3,058-50.5% | $2,584-41.4% |
| Participant deferral / active EE | $3,800 | $3,862-1.6% | $4,813-21.0% | $4,194-9.4% |
| Admin fee / account holder | $14,508 | $12,791+13.4% | $16,298-11.0% | $7,856+84.7% |