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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 | $198,504 | $156,398+26.9% | $147,318+34.7% | $138,895+42.9% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 9.92% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,880 | $4,853-61.3% | $4,593-59.1% | $4,194-55.2% |
| Participant deferral / active EE | $7,466 | $8,237-9.4% | $7,906-5.6% | $6,396+16.7% |
| Admin fee / account holder | $1,714 | $14,976-88.6% | $13,708-87.5% | $12,562-86.4% |