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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 | $204,688 | $183,539+11.5% | $155,556+31.6% | $145,897+40.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.61% | 61.31%-54.7pp | 64.84%-58.2pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,238 | $5,315-76.7% | $4,675-73.5% | $4,663-73.4% |
| Participant deferral / active EE | $7,197 | $6,467+11.3% | $5,631+27.8% | $6,689+7.6% |
| Admin fee / account holder | $2,399 | $19,275-87.6% | $15,885-84.9% | $13,390-82.1% |