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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 | $204,574 | $201,264+1.6% | $184,185+11.1% | $145,978+40.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 8.69% | 29.00%-20.3pp | 28.81%-20.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $2,719 | $7,021-61.3% | $6,426-57.7% | $4,662-41.7% |
| Participant deferral / active EE | $7,004 | $9,806-28.6% | $9,132-23.3% | $6,690+4.7% |
| Admin fee / account holder | $1,338 | $16,376-91.8% | $13,909-90.4% | $13,400-90.0% |