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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 | $242,725 | $148,623+63.3% | $135,974+78.5% | $139,466+74.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.19% | 79.30%-69.1pp | 68.30%-58.1pp | 373.66%-363.5pp |
| Employer contribution / active EE | $17,969 | $5,246+242.5% | $4,859+269.8% | $4,754+278.0% |
| Participant deferral / active EE | $11,607 | $8,103+43.3% | $7,760+49.6% | $6,712+72.9% |
| Admin fee / account holder | $4,331 | $12,406-65.1% | $10,767-59.8% | $11,409-62.0% |