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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 | $140,298 | $98,776+42.0% | $149,745-6.3% | $79,856+75.7% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 8.04% | 27.38%-19.3pp | 276.72%-268.7pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,845 | $3,217-42.6% | $4,646-60.3% | $2,471-25.3% |
| Participant deferral / active EE | $5,394 | $5,681-5.1% | $6,843-21.2% | $3,741+44.2% |
| Admin fee / account holder | $14,644 | $6,053+141.9% | $9,312+57.3% | $5,306+176.0% |