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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 | $223,356 | $100,970+121.2% | $96,576+131.3% | $137,256+62.7% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 9.95% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,904 | $3,809-23.8% | $3,553-18.3% | $4,156-30.1% |
| Participant deferral / active EE | $8,639 | $8,286+4.3% | $7,956+8.6% | $6,407+34.8% |
| Admin fee / account holder | $30,942 | $11,312+173.5% | $11,381+171.9% | $12,270+152.2% |