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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% | $155,567+60.6% | $145,959+71.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.44% | 61.24%-53.8pp | 64.74%-57.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,674-45.5% | $4,661-45.4% |
| Participant deferral / active EE | $6,781 | $6,464+4.9% | $5,628+20.5% | $6,689+1.4% |
| Admin fee / account holder | $25,806 | $19,318+33.6% | $15,916+62.1% | $13,398+92.6% |