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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 | $198,095 | $115,225+71.9% | $100,712+96.7% | $138,895+42.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 8.63% | 40.35%-31.7pp | 33.27%-24.6pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,965 | $2,771+7.0% | $2,313+28.2% | $4,194-29.3% |
| Participant deferral / active EE | $9,909 | $4,699+110.9% | $4,085+142.5% | $6,396+54.9% |
| Admin fee / account holder | $18,492 | $10,844+70.5% | $9,256+99.8% | $12,562+47.2% |