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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 | $156,968 | $93,345+68.2% | $119,126+31.8% | $87,485+79.4% |
| Participation rate | 67.6% | 68.7%-1.2pp | 75.8%-8.2pp | 68.9%-1.4pp |
| Annual return | 11.97% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,902 | $3,172-8.5% | $4,034-28.1% | $2,596+11.8% |
| Participant deferral / active EE | $4,468 | $4,099+9.0% | $5,318-16.0% | $4,274+4.6% |
| Admin fee / account holder | $21,002 | $8,039+161.3% | $10,693+96.4% | $7,775+170.1% |