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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 | $111,979 | $58,275+92.2% | $81,844+36.8% | $80,935+38.4% |
| Participation rate | 64.8% | 63.5%+1.3pp | 72.4%-7.6pp | 67.7%-2.8pp |
| Annual return | 9.40% | 41.82%-32.4pp | 778.87%-769.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,733 | $2,346-26.1% | $2,916-40.6% | $2,757-37.2% |
| Participant deferral / active EE | $3,527 | $3,285+7.4% | $4,323-18.4% | $4,299-18.0% |
| Admin fee / account holder | $11,527 | $4,749+142.7% | $7,355+56.7% | $6,924+66.5% |