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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 | $120,565 | $85,171+41.6% | $172,752-30.2% | $72,975+65.2% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 2.34% | 27.32%-25.0pp | 802.97%-800.6pp | 81.01%-78.7pp |
| Employer contribution / active EE | $2,558 | $3,324-23.0% | $5,144-50.3% | $2,440+4.8% |
| Participant deferral / active EE | $5,302 | $3,260+62.6% | $5,198+2.0% | $3,608+47.0% |
| Admin fee / account holder | $12,848 | $5,880+118.5% | $13,955-7.9% | $5,124+150.7% |