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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 | $194,825 | $129,737+50.2% | $119,126+63.5% | $154,746+25.9% |
| Participation rate | 56.5% | 78.9%-22.3pp | 75.8%-19.2pp | 80.7%-24.2pp |
| Annual return | 9.74% | 379.08%-369.3pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,627 | $4,375-62.8% | $4,034-59.7% | $4,379-62.8% |
| Participant deferral / active EE | $6,724 | $5,842+15.1% | $5,318+26.4% | $6,730-0.1% |
| Admin fee / account holder | $4,192 | $11,961-64.9% | $10,693-60.8% | $14,365-70.8% |