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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 | $118,481 | $63,346+87.0% | $92,240+28.4% | $70,126+69.0% |
| Participation rate | 45.2% | 68.7%-23.5pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 8.25% | 530.19%-521.9pp | 176.29%-168.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,475 | $2,471-40.3% | $3,680-59.9% | $2,343-37.0% |
| Participant deferral / active EE | $4,378 | $2,854+53.4% | $3,897+12.4% | $3,332+31.4% |
| Admin fee / account holder | $15,882 | $3,841+313.5% | $5,194+205.8% | $4,645+241.9% |