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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 | $169,213 | $110,410+53.3% | $102,437+65.2% | $145,897+16.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.71% | 24.85%-18.1pp | 24.95%-18.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $4,880 | $4,217+15.7% | $3,871+26.1% | $4,663+4.7% |
| Participant deferral / active EE | $5,582 | $5,622-0.7% | $5,060+10.3% | $6,689-16.6% |
| Admin fee / account holder | $2,703 | $9,745-72.3% | $8,388-67.8% | $13,390-79.8% |