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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 | $186,955 | $166,131+12.5% | $164,975+13.3% | $145,877+28.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.30% | 100.37%-92.1pp | 70.12%-61.8pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,022 | $5,276-61.7% | $4,343-53.4% | $4,663-56.6% |
| Participant deferral / active EE | $4,381 | $6,962-37.1% | $6,033-27.4% | $6,691-34.5% |
| Admin fee / account holder | $1,973 | $16,648-88.1% | $12,688-84.4% | $13,402-85.3% |