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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 | $108,169 | $58,311+85.5% | $81,882+32.1% | $80,959+33.6% |
| Participation rate | 34.2% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.5pp |
| Annual return | 9.41% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,521 | $2,347-35.2% | $2,916-47.9% | $2,757-44.8% |
| Participant deferral / active EE | $2,870 | $3,287-12.7% | $4,323-33.6% | $4,300-33.3% |
| Admin fee / account holder | $5,914 | $4,752+24.5% | $7,360-19.6% | $6,925-14.6% |