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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 | $180,225 | $114,119+57.9% | $107,187+68.1% | $138,895+29.8% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 79.9%-15.2pp |
| Annual return | 9.80% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,238 | $4,059-44.9% | $3,782-40.8% | $4,194-46.6% |
| Participant deferral / active EE | $7,320 | $5,538+32.2% | $5,096+43.6% | $6,396+14.4% |
| Admin fee / account holder | $6,393 | $10,024-36.2% | $9,162-30.2% | $12,562-49.1% |