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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 | $160,682 | $63,346+153.7% | $92,239+74.2% | $70,124+129.1% |
| Participation rate | 43.9% | 68.7%-24.8pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 10.48% | 530.19%-519.7pp | 176.29%-165.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,377 | $2,471-44.3% | $3,680-62.6% | $2,342-41.2% |
| Participant deferral / active EE | $2,965 | $2,854+3.9% | $3,897-23.9% | $3,332-11.0% |
| Admin fee / account holder | $1,538 | $3,841-60.0% | $5,194-70.4% | $4,645-66.9% |