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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 | $211,597 | $199,109+6.3% | $173,730+21.8% | $154,746+36.7% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.6%-21.2pp | 80.7%-22.4pp |
| Annual return | 8.66% | 20.02%-11.4pp | 19.96%-11.3pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,493 | $5,311-71.9% | $4,577-67.4% | $4,379-65.9% |
| Participant deferral / active EE | $4,513 | $7,113-36.6% | $6,326-28.7% | $6,730-33.0% |
| Admin fee / account holder | $13,197 | $20,916-36.9% | $17,523-24.7% | $14,365-8.1% |