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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 | $229,012 | $106,247+115.5% | $96,515+137.3% | $139,466+64.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 4.97% | 38.47%-33.5pp | 35.73%-30.8pp | 373.66%-368.7pp |
| Employer contribution / active EE | $2,927 | $4,106-28.7% | $3,740-21.7% | $4,754-38.4% |
| Participant deferral / active EE | $7,470 | $5,456+36.9% | $4,880+53.1% | $6,712+11.3% |
| Admin fee / account holder | $558 | $7,885-92.9% | $6,735-91.7% | $11,409-95.1% |