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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 | $190,389 | $114,237+66.7% | $119,258+59.6% | $167,536+13.6% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.7%-20.2pp | 82.1%-19.6pp |
| Annual return | 8.64% | 29.87%-21.2pp | 30.69%-22.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $3,534 | $4,481-21.1% | $4,384-19.4% | $4,839-27.0% |
| Participant deferral / active EE | $5,585 | $6,084-8.2% | $6,111-8.6% | $6,342-11.9% |
| Admin fee / account holder | $1,571 | $8,932-82.4% | $7,226-78.3% | $12,315-87.2% |