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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 | $215,092 | $154,228+39.5% | $145,433+47.9% | $137,256+56.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 6.13% | 74.59%-68.5pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,038 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $5,385 | $8,216-34.5% | $7,897-31.8% | $6,407-16.0% |
| Admin fee / account holder | $2,540 | $14,344-82.3% | $13,129-80.7% | $12,270-79.3% |