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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 | $201,372+1.6% | $184,260+11.0% | $145,884+40.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 8.69% | 29.04%-20.4pp | 28.84%-20.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,719 | $7,024-61.3% | $6,427-57.7% | $4,662-41.7% |
| Participant deferral / active EE | $7,004 | $9,808-28.6% | $9,133-23.3% | $6,690+4.7% |
| Admin fee / account holder | $1,338 | $16,362-91.8% | $13,898-90.4% | $13,392-90.0% |