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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 | $195,364 | $148,582+31.5% | $135,942+43.7% | $139,456+40.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.79% | 79.26%-67.5pp | 68.28%-56.5pp | 373.45%-361.7pp |
| Employer contribution / active EE | $8,369 | $5,245+59.6% | $4,858+72.3% | $4,753+76.1% |
| Participant deferral / active EE | $3,200 | $8,101-60.5% | $7,759-58.8% | $6,711-52.3% |
| Admin fee / account holder | $151,088 | $12,402+1118.2% | $10,764+1303.6% | $11,407+1224.5% |