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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 | $228,888 | $217,432+5.3% | $185,849+23.2% | $167,536+36.6% |
| Participation rate | 69.2% | 86.1%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 7.27% | 148.42%-141.2pp | 122.10%-114.8pp | 478.82%-471.6pp |
| Employer contribution / active EE | $3,256 | $5,875-44.6% | $5,169-37.0% | $4,839-32.7% |
| Participant deferral / active EE | $7,305 | $6,357+14.9% | $5,569+31.2% | $6,342+15.2% |
| Admin fee / account holder | $3,656 | $19,818-81.6% | $16,244-77.5% | $12,315-70.3% |