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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 | $238,170 | $181,062+31.5% | $158,223+50.5% | $155,188+53.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 7.27% | 57.39%-50.1pp | 52.09%-44.8pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,011 | $4,565-77.8% | $4,109-75.4% | $4,248-76.2% |
| Participant deferral / active EE | $6,186 | $6,134+0.8% | $5,467+13.2% | $6,531-5.3% |
| Admin fee / account holder | $3,192 | $18,825-83.0% | $16,047-80.1% | $14,480-78.0% |