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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 | $129,230 | $88,672+45.7% | $105,223+22.8% | $82,448+56.7% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 9.45% | 30.86%-21.4pp | 180.65%-171.2pp | 41.64%-32.2pp |
| Employer contribution / active EE | $930 | $3,048-69.5% | $3,689-74.8% | $2,551-63.5% |
| Participant deferral / active EE | $5,271 | $4,036+30.6% | $5,072+3.9% | $4,139+27.3% |
| Admin fee / account holder | $21,093 | $7,146+195.2% | $8,859+138.1% | $7,234+191.6% |