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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 | $196,934 | $88,672+122.1% | $105,223+87.2% | $82,448+138.9% |
| Participation rate | 55.2% | 67.9%-12.8pp | 75.0%-19.9pp | 68.1%-12.9pp |
| Annual return | 11.20% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $8,450 | $3,048+177.3% | $3,689+129.1% | $2,551+231.3% |
| Participant deferral / active EE | $3,830 | $4,036-5.1% | $5,072-24.5% | $4,139-7.5% |
| Admin fee / account holder | $8,513 | $7,146+19.1% | $8,859-3.9% | $7,234+17.7% |