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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 | $119,979 | $85,766+39.9% | $136,298-12.0% | $70,126+71.1% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 14.09% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,512 | $2,966-15.3% | $4,696-46.5% | $2,343+7.2% |
| Participant deferral / active EE | $6,580 | $5,051+30.3% | $6,247+5.3% | $3,332+97.5% |
| Admin fee / account holder | $6,485 | $5,421+19.6% | $9,244-29.8% | $4,645+39.6% |