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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 | $176,080 | $58,311+202.0% | $81,882+115.0% | $80,959+117.5% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 10.33% | 41.85%-31.5pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,454 | $2,347-38.0% | $2,916-50.1% | $2,757-47.3% |
| Participant deferral / active EE | $4,403 | $3,287+34.0% | $4,323+1.9% | $4,300+2.4% |
| Admin fee / account holder | $1,135 | $4,752-76.1% | $7,360-84.6% | $6,925-83.6% |