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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 | $213,050 | $110,303+93.2% | $95,759+122.5% | $139,487+52.7% |
| Participation rate | 61.5% | 75.7%-14.2pp | 72.3%-10.7pp | 80.3%-18.8pp |
| Annual return | 6.46% | 27.19%-20.7pp | 28.42%-22.0pp | 373.84%-367.4pp |
| Employer contribution / active EE | $2,376 | $3,261-27.1% | $2,836-16.2% | $4,755-50.0% |
| Participant deferral / active EE | $2,479 | $4,674-47.0% | $4,244-41.6% | $6,713-63.1% |
| Admin fee / account holder | $5,366 | $6,615-18.9% | $5,678-5.5% | $11,407-53.0% |