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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 | $210,016 | $100,970+108.0% | $96,576+117.5% | $137,256+53.0% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 11.65% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,865 | $3,809-24.8% | $3,553-19.4% | $4,156-31.1% |
| Participant deferral / active EE | $5,866 | $8,286-29.2% | $7,956-26.3% | $6,407-8.4% |
| Admin fee / account holder | $26,667 | $11,312+135.7% | $11,381+134.3% | $12,270+117.3% |