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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 | $232,404 | $172,111+35.0% | $150,298+54.6% | $137,256+69.3% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 10.28% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,174 | $4,636-74.7% | $4,154-71.7% | $4,156-71.8% |
| Participant deferral / active EE | $2,741 | $6,166-55.5% | $5,453-49.7% | $6,407-57.2% |
| Admin fee / account holder | $2,008 | $16,471-87.8% | $14,116-85.8% | $12,270-83.6% |