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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 | $130,581 | $51,638+152.9% | $68,368+91.0% | $82,448+58.4% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.2pp | 68.1%-0.5pp |
| Annual return | 12.40% | 37.53%-25.1pp | 292.57%-280.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,950 | $2,047-4.7% | $2,649-26.4% | $2,551-23.5% |
| Participant deferral / active EE | $4,635 | $2,914+59.1% | $4,123+12.4% | $4,139+12.0% |
| Admin fee / account holder | $4,247 | $4,643-8.5% | $5,150-17.5% | $7,234-41.3% |