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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 | $183,539+36.2% | $155,556+60.7% | $145,897+71.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.44% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,675-45.6% | $4,663-45.4% |
| Participant deferral / active EE | $6,781 | $6,467+4.9% | $5,631+20.4% | $6,689+1.4% |
| Admin fee / account holder | $25,806 | $19,275+33.9% | $15,885+62.5% | $13,390+92.7% |