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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 | $159,531 | $58,275+173.8% | $81,844+94.9% | $80,935+97.1% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 10.65% | 41.82%-31.2pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,947 | $2,346-17.0% | $2,916-33.2% | $2,757-29.4% |
| Participant deferral / active EE | $3,201 | $3,285-2.6% | $4,323-26.0% | $4,299-25.5% |
| Admin fee / account holder | $4,632 | $4,749-2.5% | $7,355-37.0% | $6,924-33.1% |