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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 | $172,111+38.4% | $150,298+58.5% | $137,256+73.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 7.27% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,011 | $4,636-78.2% | $4,154-75.7% | $4,156-75.7% |
| Participant deferral / active EE | $6,186 | $6,166+0.3% | $5,453+13.4% | $6,407-3.4% |
| Admin fee / account holder | $3,192 | $16,471-80.6% | $14,116-77.4% | $12,270-74.0% |