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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 | $110,963 | $65,575+69.2% | $86,209+28.7% | $75,181+47.6% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 8.68% | 46.07%-37.4pp | 1169.05%-1160.4pp | 160.69%-152.0pp |
| Employer contribution / active EE | $1,664 | $1,553+7.1% | $2,381-30.1% | $2,671-37.7% |
| Participant deferral / active EE | $4,607 | $3,023+52.4% | $3,986+15.6% | $4,126+11.7% |
| Admin fee / account holder | $4,979 | $5,470-9.0% | $6,853-27.3% | $5,650-11.9% |