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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 | $203,434 | $91,559+122.2% | $133,978+51.8% | $79,856+154.8% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.5pp |
| Annual return | 9.62% | 61.85%-52.2pp | 45.10%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,384 | $2,384+42.0% | $3,919-13.7% | $2,471+36.9% |
| Participant deferral / active EE | $5,106 | $3,734+36.8% | $5,047+1.2% | $3,741+36.5% |
| Admin fee / account holder | $29,453 | $6,321+366.0% | $8,930+229.8% | $5,306+455.1% |