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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 | $213,367 | $183,516+16.3% | $155,534+37.2% | $145,884+46.3% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 4.02% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,707 | $5,315-67.9% | $4,675-63.5% | $4,662-63.4% |
| Participant deferral / active EE | $7,705 | $6,467+19.2% | $5,630+36.9% | $6,690+15.2% |
| Admin fee / account holder | $2,624 | $19,293-86.4% | $15,900-83.5% | $13,392-80.4% |