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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 | $136,051 | $61,125+122.6% | $94,057+44.6% | $87,485+55.5% |
| Participation rate | 65.2% | 64.1%+1.2pp | 73.3%-8.1pp | 68.9%-3.7pp |
| Annual return | 11.95% | 35.20%-23.2pp | 480.62%-468.7pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,044 | $2,136-51.1% | $2,933-64.4% | $2,596-59.8% |
| Participant deferral / active EE | $5,270 | $3,260+61.6% | $4,709+11.9% | $4,274+23.3% |
| Admin fee / account holder | $23,822 | $5,629+323.2% | $7,244+228.8% | $7,775+206.4% |