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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 | $224,813 | $156,398+43.7% | $147,318+52.6% | $138,895+61.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 6.25% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.1pp |
| Employer contribution / active EE | $3,533 | $4,853-27.2% | $4,593-23.1% | $4,194-15.8% |
| Participant deferral / active EE | $6,896 | $8,237-16.3% | $7,906-12.8% | $6,396+7.8% |
| Admin fee / account holder | $517 | $14,976-96.6% | $13,708-96.2% | $12,562-95.9% |