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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 | $163,087 | $88,672+83.9% | $105,223+55.0% | $82,448+97.8% |
| Participation rate | 64.9% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.2pp |
| Annual return | 11.97% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,848 | $3,048-6.6% | $3,689-22.8% | $2,551+11.6% |
| Participant deferral / active EE | $4,414 | $4,036+9.4% | $5,072-13.0% | $4,139+6.6% |
| Admin fee / account holder | $21,842 | $7,146+205.6% | $8,859+146.6% | $7,234+201.9% |