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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 | $52,353+127.5% | $120,225-0.9% | $82,448+44.5% |
| Participation rate | 56.7% | 58.3%-1.6pp | 69.6%-12.9pp | 68.1%-11.4pp |
| Annual return | 11.41% | 61.85%-50.4pp | 439.23%-427.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,629 | $1,510+206.6% | $3,475+33.2% | $2,551+81.5% |
| Participant deferral / active EE | $3,673 | $2,627+39.8% | $3,999-8.1% | $4,139-11.3% |
| Admin fee / account holder | $6,850 | $4,363+57.0% | $5,696+20.3% | $7,234-5.3% |