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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 | $100,732 | $49,976+101.6% | $66,674+51.1% | $82,637+21.9% |
| Participation rate | 67.7% | 63.1%+4.6pp | 73.7%-5.9pp | 68.1%-0.3pp |
| Annual return | 8.89% | 39.09%-30.2pp | 321.24%-312.3pp | 53.51%-44.6pp |
| Employer contribution / active EE | $2,152 | $1,988+8.3% | $2,620-17.9% | $2,552-15.7% |
| Participant deferral / active EE | $4,501 | $2,847+58.1% | $4,084+10.2% | $4,126+9.1% |
| Admin fee / account holder | $1,130 | $4,594-75.4% | $5,098-77.8% | $7,339-84.6% |