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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 | $220,561 | $183,516+20.2% | $155,534+41.8% | $145,884+51.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.04% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,430 | $5,315-73.1% | $4,675-69.4% | $4,662-69.3% |
| Participant deferral / active EE | $8,024 | $6,467+24.1% | $5,630+42.5% | $6,690+19.9% |
| Admin fee / account holder | $1,348 | $19,293-93.0% | $15,900-91.5% | $13,392-89.9% |