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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 | $226,685 | $174,379+30.0% | $152,093+49.0% | $138,895+63.2% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 10.64% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $2,921 | $4,652-37.2% | $4,175-30.0% | $4,194-30.3% |
| Participant deferral / active EE | $6,637 | $6,159+7.8% | $5,451+21.7% | $6,396+3.8% |
| Admin fee / account holder | $1,581 | $16,880-90.6% | $14,497-89.1% | $12,562-87.4% |