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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 | $118,700 | $83,369+42.4% | $105,223+12.8% | $67,986+74.6% |
| Participation rate | 63.3% | 56.3%+7.0pp | 75.0%-11.7pp | 57.2%+6.1pp |
| Annual return | 9.46% | 24.64%-15.2pp | 180.65%-171.2pp | 31.67%-22.2pp |
| Employer contribution / active EE | $2,525 | $2,541-0.6% | $3,689-31.5% | $2,019+25.1% |
| Participant deferral / active EE | $5,335 | $3,295+61.9% | $5,072+5.2% | $3,358+58.9% |
| Admin fee / account holder | $7,994 | $4,073+96.3% | $8,859-9.8% | $3,203+149.6% |