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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 | $205,718 | $172,111+19.5% | $150,298+36.9% | $137,256+49.9% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 9.75% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,019 | $4,636-34.9% | $4,154-27.3% | $4,156-27.4% |
| Participant deferral / active EE | $7,053 | $6,166+14.4% | $5,453+29.3% | $6,407+10.1% |
| Admin fee / account holder | $27,564 | $16,471+67.4% | $14,116+95.3% | $12,270+124.6% |