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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 | $153,576 | $93,345+64.5% | $119,126+28.9% | $87,485+75.5% |
| Participation rate | 59.5% | 68.7%-9.3pp | 75.8%-16.3pp | 68.9%-9.5pp |
| Annual return | 11.43% | 19.08%-7.6pp | 282.11%-270.7pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,395 | $3,172-24.5% | $4,034-40.6% | $2,596-7.8% |
| Participant deferral / active EE | $4,683 | $4,099+14.3% | $5,318-11.9% | $4,274+9.6% |
| Admin fee / account holder | $25,933 | $8,039+222.6% | $10,693+142.5% | $7,775+233.6% |