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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 | $229,952 | $72,471+217.3% | $94,215+144.1% | $86,983+164.4% |
| Participation rate | 62.0% | 63.9%-1.9pp | 70.0%-8.0pp | 69.5%-7.5pp |
| Annual return | 12.02% | 26.44%-14.4pp | 28.22%-16.2pp | 25.83%-13.8pp |
| Employer contribution / active EE | $3,113 | $1,936+60.8% | $2,675+16.4% | $2,584+20.4% |
| Participant deferral / active EE | $5,550 | $3,397+63.4% | $4,276+29.8% | $4,194+32.3% |
| Admin fee / account holder | $5,039 | $6,468-22.1% | $10,216-50.7% | $7,856-35.9% |