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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 | $210,112 | $175,259+19.9% | $149,723+40.3% | $139,487+50.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 10.09% | 166.82%-156.7pp | 134.50%-124.4pp | 373.84%-363.7pp |
| Employer contribution / active EE | $11,678 | $5,478+113.2% | $4,821+142.2% | $4,755+145.6% |
| Participant deferral / active EE | $7,585 | $6,522+16.3% | $5,682+33.5% | $6,713+13.0% |
| Admin fee / account holder | $5,583 | $16,158-65.4% | $13,215-57.8% | $11,407-51.1% |