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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 | $131,312 | $85,766+53.1% | $136,298-3.7% | $70,126+87.3% |
| Participation rate | 64.1% | 74.2%-10.1pp | 81.9%-17.8pp | 69.5%-5.4pp |
| Annual return | 10.97% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $2,151 | $2,966-27.5% | $4,696-54.2% | $2,343-8.2% |
| Participant deferral / active EE | $5,638 | $5,051+11.6% | $6,247-9.7% | $3,332+69.2% |
| Admin fee / account holder | $2,861 | $5,421-47.2% | $9,244-69.0% | $4,645-38.4% |