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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 | $114,119+34.7% | $107,187+43.4% | $138,895+10.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 5.42% | 273.21%-267.8pp | 204.55%-199.1pp | 145.39%-140.0pp |
| Employer contribution / active EE | $5,482 | $4,059+35.1% | $3,782+44.9% | $4,194+30.7% |
| Participant deferral / active EE | $1,931 | $5,538-65.1% | $5,096-62.1% | $6,396-69.8% |
| Admin fee / account holder | $7,910 | $10,024-21.1% | $9,162-13.7% | $12,562-37.0% |