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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 | $249,913 | $183,592+36.1% | $155,574+60.6% | $145,877+71.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.44% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,545 | $5,317-52.1% | $4,676-45.6% | $4,663-45.4% |
| Participant deferral / active EE | $6,781 | $6,466+4.9% | $5,629+20.5% | $6,691+1.4% |
| Admin fee / account holder | $25,806 | $19,316+33.6% | $15,914+62.2% | $13,402+92.5% |