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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 | $154,418 | $111,535+38.4% | $105,223+46.8% | $137,256+12.5% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 10.72% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,122 | $3,939-71.5% | $3,689-69.6% | $4,156-73.0% |
| Participant deferral / active EE | $2,327 | $5,500-57.7% | $5,072-54.1% | $6,407-63.7% |
| Admin fee / account holder | $13,408 | $9,721+37.9% | $8,859+51.4% | $12,270+9.3% |