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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 | $209,672 | $132,634+58.1% | $115,768+81.1% | $137,256+52.8% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 9.13% | 160.70%-151.6pp | 100.46%-91.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $4,218 | $3,360+25.5% | $2,940+43.5% | $4,156+1.5% |
| Participant deferral / active EE | $8,649 | $5,619+53.9% | $4,917+75.9% | $6,407+35.0% |
| Admin fee / account holder | $672 | $15,028-95.5% | $12,439-94.6% | $12,270-94.5% |