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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 | $223,578 | $154,228+45.0% | $145,433+53.7% | $137,256+62.9% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 7.80% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,323 | $4,804-72.5% | $4,554-70.9% | $4,156-68.2% |
| Participant deferral / active EE | $3,929 | $8,216-52.2% | $7,897-50.2% | $6,407-38.7% |
| Admin fee / account holder | $3,084 | $14,344-78.5% | $13,129-76.5% | $12,270-74.9% |