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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 | $216,854 | $157,304+37.9% | $141,197+53.6% | $152,909+41.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 9.25% | 64.34%-55.1pp | 71.41%-62.2pp | 345.46%-336.2pp |
| Employer contribution / active EE | $1,248 | $5,263-76.3% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $8,400 | $7,111+18.1% | $6,710+25.2% | $5,851+43.6% |
| Admin fee / account holder | $1,838 | $12,126-84.8% | $10,265-82.1% | $11,601-84.2% |