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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 | $202,326 | $104,251+94.1% | $91,004+122.3% | $147,586+37.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 4.34% | 27.06%-22.7pp | 4.60%-0.3pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,805 | $3,116-42.1% | $2,456-26.5% | $4,876-63.0% |
| Participant deferral / active EE | $4,416 | $4,195+5.3% | $3,548+24.5% | $5,439-18.8% |
| Admin fee / account holder | $6,293 | $8,948-29.7% | $5,417+16.2% | $10,886-42.2% |