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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 | $215,098 | $165,381+30.1% | $149,730+43.7% | $158,966+35.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 7.47% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,562 | $5,104-69.4% | $4,645-66.4% | $4,762-67.2% |
| Participant deferral / active EE | $3,558 | $7,182-50.5% | $6,843-48.0% | $5,983-40.5% |
| Admin fee / account holder | $908 | $10,809-91.6% | $9,310-90.2% | $11,250-91.9% |