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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 | $109,160 | $63,346+72.3% | $92,240+18.3% | $70,126+55.7% |
| Participation rate | 58.6% | 68.7%-10.1pp | 76.5%-17.9pp | 69.5%-10.9pp |
| Annual return | 11.85% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $4,562 | $2,471+84.6% | $3,680+24.0% | $2,343+94.8% |
| Participant deferral / active EE | $1,702 | $2,854-40.4% | $3,897-56.3% | $3,332-48.9% |
| Admin fee / account holder | $2,758 | $3,841-28.2% | $5,194-46.9% | $4,645-40.6% |