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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 | $189,924 | $72,071+163.5% | $68,368+177.8% | $137,256+38.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 13.06% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,009 | $2,788-27.9% | $2,649-24.1% | $4,156-51.7% |
| Participant deferral / active EE | $5,025 | $4,410+13.9% | $4,123+21.9% | $6,407-21.6% |
| Admin fee / account holder | $6,501 | $5,336+21.8% | $5,150+26.2% | $12,270-47.0% |