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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 | $220,942 | $135,956+62.5% | $123,894+78.3% | $273,972-19.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.38% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,778 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $13,478 | $6,343+112.5% | $5,984+125.2% | $5,287+154.9% |
| Admin fee / account holder | $6,459 | $9,817-34.2% | $8,357-22.7% | $10,133-36.3% |