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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 | $162,136+32.7% | $152,301+41.2% | $154,746+39.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 6.13% | 91.02%-84.9pp | 80.50%-74.4pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,038 | $4,890-58.3% | $4,624-55.9% | $4,379-53.5% |
| Participant deferral / active EE | $5,385 | $8,341-35.4% | $8,004-32.7% | $6,730-20.0% |
| Admin fee / account holder | $2,540 | $15,759-83.9% | $14,398-82.4% | $14,365-82.3% |