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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 | $224,296 | $157,296+42.6% | $141,191+58.9% | $152,897+46.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 11.66% | 64.34%-52.7pp | 71.41%-59.7pp | 345.43%-333.8pp |
| Employer contribution / active EE | $13,975 | $5,262+165.6% | $4,736+195.1% | $4,764+193.4% |
| Participant deferral / active EE | $9,063 | $7,111+27.5% | $6,710+35.1% | $5,851+54.9% |
| Admin fee / account holder | $1,222 | $12,125-89.9% | $10,264-88.1% | $11,599-89.5% |