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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 | $163,577 | $70,366+132.5% | $66,674+145.3% | $138,895+17.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 9.82% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,910 | $2,765-30.9% | $2,620-27.1% | $4,194-54.5% |
| Participant deferral / active EE | $5,484 | $4,374+25.4% | $4,084+34.3% | $6,396-14.3% |
| Admin fee / account holder | $16,946 | $5,262+222.0% | $5,098+232.4% | $12,562+34.9% |