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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 | $162,136+38.7% | $152,301+47.6% | $154,746+45.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 6.25% | 91.02%-84.8pp | 80.50%-74.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $3,533 | $4,890-27.8% | $4,624-23.6% | $4,379-19.3% |
| Participant deferral / active EE | $6,896 | $8,341-17.3% | $8,004-13.8% | $6,730+2.5% |
| Admin fee / account holder | $517 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |