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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 | $139,330 | $65,367+113.2% | $92,915+50.0% | $72,976+90.9% |
| Participation rate | 63.2% | 68.3%-5.2pp | 76.0%-12.8pp | 69.5%-6.3pp |
| Annual return | 13.79% | 42.11%-28.3pp | 109.45%-95.7pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,639 | $2,594-36.8% | $3,653-55.1% | $2,440-32.8% |
| Participant deferral / active EE | $6,768 | $3,128+116.3% | $4,238+59.7% | $3,608+87.6% |
| Admin fee / account holder | $20,396 | $4,251+379.7% | $5,796+251.9% | $5,124+298.0% |