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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 | $117,671 | $95,415+23.3% | $185,851-36.7% | $85,851+37.1% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 11.20% | 23.59%-12.4pp | 122.11%-110.9pp | 318.63%-307.4pp |
| Employer contribution / active EE | $2,543 | $3,314-23.3% | $5,168-50.8% | $2,565-0.9% |
| Participant deferral / active EE | $6,335 | $3,424+85.0% | $5,569+13.8% | $3,952+60.3% |
| Admin fee / account holder | $9,095 | $7,215+26.1% | $16,245-44.0% | $6,261+45.3% |