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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 | $127,632 | $115,814+10.2% | $101,275+26.0% | $158,982-19.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 4.83% | 56.16%-51.3pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $2,092 | $4,176-49.9% | $3,660-42.8% | $4,763-56.1% |
| Participant deferral / active EE | $6,129 | $4,958+23.6% | $4,371+40.2% | $5,983+2.4% |
| Admin fee / account holder | $869 | $7,249-88.0% | $5,948-85.4% | $11,252-92.3% |