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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 | $207,687 | $106,749+94.6% | $145,433+42.8% | $82,448+151.9% |
| Participation rate | 64.3% | 75.6%-11.4pp | 82.1%-17.8pp | 68.1%-3.8pp |
| Annual return | 11.35% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $3,650 | $3,444+6.0% | $4,554-19.9% | $2,551+43.1% |
| Participant deferral / active EE | $8,703 | $6,519+33.5% | $7,897+10.2% | $4,139+110.3% |
| Admin fee / account holder | $863 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |