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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 | $190,044 | $156,398+21.5% | $147,318+29.0% | $138,895+36.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 9.33% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,350 | $4,853-51.6% | $4,593-48.8% | $4,194-44.0% |
| Participant deferral / active EE | $12,750 | $8,237+54.8% | $7,906+61.3% | $6,396+99.3% |
| Admin fee / account holder | $3,920 | $14,976-73.8% | $13,708-71.4% | $12,562-68.8% |