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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 | $206,645 | $183,592+12.6% | $155,567+32.8% | $145,959+41.6% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 8.53% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $3,577 | $5,315-32.7% | $4,674-23.5% | $4,661-23.2% |
| Participant deferral / active EE | $4,963 | $6,464-23.2% | $5,628-11.8% | $6,689-25.8% |
| Admin fee / account holder | $15,304 | $19,318-20.8% | $15,916-3.8% | $13,398+14.2% |