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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 | $118,606 | $52,279+126.9% | $89,414+32.6% | $79,852+48.5% |
| Participation rate | 46.9% | 57.5%-10.7pp | 68.0%-21.1pp | 69.6%-22.8pp |
| Annual return | 8.98% | 22.16%-13.2pp | 245.50%-236.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $1,866 | $1,572+18.8% | $2,586-27.8% | $2,471-24.5% |
| Participant deferral / active EE | $5,872 | $2,740+114.3% | $3,890+51.0% | $3,740+57.0% |
| Admin fee / account holder | $11,903 | $3,356+254.6% | $4,883+143.8% | $5,306+124.3% |