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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 | $142,027 | $70,366+101.8% | $66,674+113.0% | $138,895+2.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 12.40% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $5,905 | $2,765+113.6% | $2,620+125.4% | $4,194+40.8% |
| Participant deferral / active EE | $10,584 | $4,374+142.0% | $4,084+159.1% | $6,396+65.5% |
| Admin fee / account holder | $16,583 | $5,262+215.1% | $5,098+225.3% | $12,562+32.0% |