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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 | $249,258 | $114,119+118.4% | $107,187+132.5% | $138,895+79.5% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 10.44% | 273.21%-262.8pp | 204.55%-194.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,330 | $4,059-42.6% | $3,782-38.4% | $4,194-44.5% |
| Participant deferral / active EE | $6,585 | $5,538+18.9% | $5,096+29.2% | $6,396+2.9% |
| Admin fee / account holder | $193,293 | $10,024+1828.4% | $9,162+2009.7% | $12,562+1438.7% |