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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 | $245,413 | $217,432+12.9% | $185,851+32.0% | $167,553+46.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 6.13% | 148.43%-142.3pp | 122.11%-116.0pp | 478.89%-472.8pp |
| Employer contribution / active EE | $3,061 | $5,874-47.9% | $5,168-40.8% | $4,840-36.7% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $7,717 | $19,820-61.1% | $16,245-52.5% | $12,316-37.3% |