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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 | $105,284+22.7% | $150,734-14.3% | $94,015+37.5% |
| Participation rate | 68.8% | 71.7%-3.0pp | 78.4%-9.7pp | 70.8%-2.1pp |
| Annual return | 9.45% | 15.67%-6.2pp | 600.81%-591.4pp | 17.84%-8.4pp |
| Employer contribution / active EE | $930 | $3,599-74.2% | $4,918-81.1% | $2,790-66.7% |
| Participant deferral / active EE | $5,271 | $4,274+23.3% | $5,610-6.0% | $4,249+24.0% |
| Admin fee / account holder | $21,093 | $9,839+114.4% | $14,905+41.5% | $8,951+135.6% |