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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 | $246,050 | $156,398+57.3% | $147,318+67.0% | $138,895+77.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.77% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,829 | $4,853-62.3% | $4,593-60.2% | $4,194-56.4% |
| Participant deferral / active EE | $8,766 | $8,237+6.4% | $7,906+10.9% | $6,396+37.0% |
| Admin fee / account holder | $6,687 | $14,976-55.3% | $13,708-51.2% | $12,562-46.8% |