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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 | $84,451 | $49,896+69.3% | $80,627+4.7% | $75,173+12.3% |
| Participation rate | 58.9% | 55.3%+3.6pp | 67.0%-8.1pp | 67.2%-8.3pp |
| Annual return | 13.23% | 34.67%-21.4pp | 936.76%-923.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,490 | $1,699+46.6% | $2,723-8.6% | $2,671-6.8% |
| Participant deferral / active EE | $4,151 | $2,992+38.8% | $4,443-6.6% | $4,126+0.6% |
| Admin fee / account holder | $9,627 | $3,578+169.1% | $5,381+78.9% | $5,651+70.4% |