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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 | $121,847 | $85,766+42.1% | $136,298-10.6% | $70,126+73.8% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 14.12% | 31.46%-17.3pp | 5156.27%-5142.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $852 | $2,966-71.3% | $4,696-81.8% | $2,343-63.6% |
| Participant deferral / active EE | $5,117 | $5,051+1.3% | $6,247-18.1% | $3,332+53.6% |
| Admin fee / account holder | $5,608 | $5,421+3.5% | $9,244-39.3% | $4,645+20.7% |