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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 | $113,916 | $70,366+61.9% | $66,674+70.9% | $138,895-18.0% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 8.07% | 386.41%-378.3pp | 321.24%-313.2pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,035 | $2,765-26.4% | $2,620-22.3% | $4,194-51.5% |
| Participant deferral / active EE | $5,676 | $4,374+29.8% | $4,084+39.0% | $6,396-11.3% |
| Admin fee / account holder | $2,168 | $5,262-58.8% | $5,098-57.5% | $12,562-82.7% |