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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 | $119,088 | $72,071+65.2% | $68,368+74.2% | $137,256-13.2% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 10.92% | 353.14%-342.2pp | 292.57%-281.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $522 | $2,788-81.3% | $2,649-80.3% | $4,156-87.4% |
| Participant deferral / active EE | $6,055 | $4,410+37.3% | $4,123+46.9% | $6,407-5.5% |
| Admin fee / account holder | $6,481 | $5,336+21.5% | $5,150+25.8% | $12,270-47.2% |