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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 | $153,742 | $111,535+37.8% | $105,223+46.1% | $137,256+12.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 5.42% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $5,482 | $3,939+39.2% | $3,689+48.6% | $4,156+31.9% |
| Participant deferral / active EE | $1,931 | $5,500-64.9% | $5,072-61.9% | $6,407-69.9% |
| Admin fee / account holder | $7,910 | $9,721-18.6% | $8,859-10.7% | $12,270-35.5% |