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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 | $215,730 | $111,535+93.4% | $105,223+105.0% | $137,256+57.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 10.63% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,735 | $3,939-55.9% | $3,689-53.0% | $4,156-58.2% |
| Participant deferral / active EE | $3,965 | $5,500-27.9% | $5,072-21.8% | $6,407-38.1% |
| Admin fee / account holder | $17,307 | $9,721+78.0% | $8,859+95.4% | $12,270+41.1% |