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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 | $237,152 | $110,410+114.8% | $102,437+131.5% | $145,897+62.5% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 8.73% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,943 | $4,217-6.5% | $3,871+1.9% | $4,663-15.4% |
| Participant deferral / active EE | $10,739 | $5,622+91.0% | $5,060+112.2% | $6,689+60.5% |
| Admin fee / account holder | $3,806 | $9,745-60.9% | $8,388-54.6% | $13,390-71.6% |