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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 | $183,539+12.6% | $155,556+32.8% | $145,897+41.6% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.53% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,577 | $5,315-32.7% | $4,675-23.5% | $4,663-23.3% |
| Participant deferral / active EE | $4,963 | $6,467-23.2% | $5,631-11.9% | $6,689-25.8% |
| Admin fee / account holder | $15,304 | $19,275-20.6% | $15,885-3.7% | $13,390+14.3% |