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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 | $222,584 | $175,231+27.0% | $149,696+48.7% | $139,466+59.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.81% | 166.77%-157.0pp | 134.46%-124.6pp | 373.66%-363.9pp |
| Employer contribution / active EE | $2,573 | $5,478-53.0% | $4,821-46.6% | $4,754-45.9% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $6,684 | $16,155-58.6% | $13,212-49.4% | $11,409-41.4% |