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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 | $117,556 | $58,726+100.2% | $142,898-17.7% | $85,847+36.9% |
| Participation rate | 51.6% | 58.5%-6.9pp | 72.0%-20.3pp | 69.3%-17.7pp |
| Annual return | 11.30% | 27.73%-16.4pp | 5639.64%-5628.3pp | 318.61%-307.3pp |
| Employer contribution / active EE | $1,427 | $1,424+0.2% | $4,146-65.6% | $2,565-44.4% |
| Participant deferral / active EE | $2,669 | $2,609+2.3% | $3,838-30.5% | $3,952-32.5% |
| Admin fee / account holder | $4,841 | $4,234+14.3% | $6,560-26.2% | $6,261-22.7% |