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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 | $207,774 | $157,296+32.1% | $141,191+47.2% | $152,897+35.9% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 11.68% | 64.34%-52.7pp | 71.41%-59.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $3,200 | $5,262-39.2% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $7,143 | $7,111+0.5% | $6,710+6.5% | $5,851+22.1% |
| Admin fee / account holder | $3,736 | $12,125-69.2% | $10,264-63.6% | $11,599-67.8% |