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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 | $221,885 | $166,089+33.6% | $164,928+34.5% | $145,978+52.0% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.4pp |
| Annual return | 7.54% | 100.26%-92.7pp | 70.08%-62.5pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,332 | $5,276-55.8% | $4,343-46.3% | $4,662-50.0% |
| Participant deferral / active EE | $6,230 | $6,961-10.5% | $6,034+3.2% | $6,690-6.9% |
| Admin fee / account holder | $14,449 | $16,641-13.2% | $12,684+13.9% | $13,400+7.8% |