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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 | $200,390 | $183,592+9.2% | $155,574+28.8% | $145,877+37.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.10% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $4,989 | $5,317-6.2% | $4,676+6.7% | $4,663+7.0% |
| Participant deferral / active EE | $9,863 | $6,466+52.5% | $5,629+75.2% | $6,691+47.4% |
| Admin fee / account holder | $37,752 | $19,316+95.4% | $15,914+137.2% | $13,402+181.7% |