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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 | $210,385 | $183,592+14.6% | $155,567+35.2% | $145,959+44.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.54% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $2,152 | $5,315-59.5% | $4,674-54.0% | $4,661-53.8% |
| Participant deferral / active EE | $9,667 | $6,464+49.5% | $5,628+71.8% | $6,689+44.5% |
| Admin fee / account holder | $11,006 | $19,318-43.0% | $15,916-30.9% | $13,398-17.9% |