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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 | $119,125 | $56,431+111.1% | $130,788-8.9% | $87,485+36.2% |
| Participation rate | 56.7% | 58.9%-2.3pp | 70.1%-13.4pp | 68.9%-12.3pp |
| Annual return | 11.41% | 91.27%-79.9pp | 386.44%-375.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $4,629 | $1,549+198.8% | $3,558+30.1% | $2,596+78.3% |
| Participant deferral / active EE | $3,673 | $2,749+33.6% | $4,137-11.2% | $4,274-14.1% |
| Admin fee / account holder | $6,850 | $4,433+54.5% | $6,673+2.7% | $7,775-11.9% |