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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 | $137,680 | $93,345+47.5% | $119,126+15.6% | $87,485+57.4% |
| Participation rate | 67.7% | 68.7%-1.0pp | 75.8%-8.0pp | 68.9%-1.2pp |
| Annual return | 11.36% | 19.08%-7.7pp | 282.11%-270.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,162 | $3,172-31.8% | $4,034-46.4% | $2,596-16.7% |
| Participant deferral / active EE | $4,841 | $4,099+18.1% | $5,318-9.0% | $4,274+13.3% |
| Admin fee / account holder | $14,062 | $8,039+74.9% | $10,693+31.5% | $7,775+80.9% |