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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 | $121,643 | $58,311+108.6% | $81,882+48.6% | $80,959+50.3% |
| Participation rate | 62.2% | 63.5%-1.3pp | 72.4%-10.2pp | 67.7%-5.5pp |
| Annual return | 10.74% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $3,280 | $2,347+39.8% | $2,916+12.5% | $2,757+19.0% |
| Participant deferral / active EE | $5,011 | $3,287+52.5% | $4,323+15.9% | $4,300+16.5% |
| Admin fee / account holder | $11,353 | $4,752+138.9% | $7,360+54.3% | $6,925+63.9% |