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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 | $236,758 | $183,627+28.9% | $155,602+52.2% | $145,978+62.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 7.53% | 61.32%-53.8pp | 64.81%-57.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $8,291 | $5,316+56.0% | $4,675+77.3% | $4,662+77.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,085 | $19,327-68.5% | $15,923-61.8% | $13,400-54.6% |