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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 | $226,931 | $201,372+12.7% | $184,260+23.2% | $145,884+55.6% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 8.39% | 29.04%-20.6pp | 28.84%-20.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,464 | $7,024-79.2% | $6,427-77.2% | $4,662-68.6% |
| Participant deferral / active EE | $3,527 | $9,808-64.0% | $9,133-61.4% | $6,690-47.3% |
| Admin fee / account holder | $2,230 | $16,362-86.4% | $13,898-84.0% | $13,392-83.3% |