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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 | $225,367 | $183,516+22.8% | $155,534+44.9% | $145,884+54.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.86% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,368 | $5,315-55.4% | $4,675-49.3% | $4,662-49.2% |
| Participant deferral / active EE | $10,269 | $6,467+58.8% | $5,630+82.4% | $6,690+53.5% |
| Admin fee / account holder | $2,178 | $19,293-88.7% | $15,900-86.3% | $13,392-83.7% |