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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 | $219,055 | $115,810+89.2% | $101,271+116.3% | $158,966+37.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 5.38% | 56.15%-50.8pp | 46.48%-41.1pp | 302.95%-297.6pp |
| Employer contribution / active EE | $2,169 | $4,175-48.1% | $3,660-40.7% | $4,762-54.5% |
| Participant deferral / active EE | $9,520 | $4,958+92.0% | $4,371+117.8% | $5,983+59.1% |
| Admin fee / account holder | $2,730 | $7,248-62.3% | $5,948-54.1% | $11,250-75.7% |