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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 | $53,063+124.5% | $124,206-4.1% | $82,637+44.2% |
| Participation rate | 56.7% | 58.4%-1.7pp | 69.6%-12.9pp | 68.1%-11.4pp |
| Annual return | 11.41% | 68.87%-57.5pp | 515.27%-503.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $4,629 | $1,530+202.5% | $3,540+30.8% | $2,552+81.4% |
| Participant deferral / active EE | $3,673 | $2,644+38.9% | $3,968-7.4% | $4,126-11.0% |
| Admin fee / account holder | $6,850 | $4,281+60.0% | $5,929+15.5% | $7,339-6.7% |