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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 | $178,943 | $148,623+20.4% | $135,974+31.6% | $139,466+28.3% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 6.96% | 79.30%-72.3pp | 68.30%-61.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $6,683 | $5,246+27.4% | $4,859+37.6% | $4,754+40.6% |
| Participant deferral / active EE | $5,185 | $8,103-36.0% | $7,760-33.2% | $6,712-22.8% |
| Admin fee / account holder | $15,789 | $12,406+27.3% | $10,767+46.6% | $11,409+38.4% |