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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 | $207,676 | $154,228+34.7% | $145,433+42.8% | $137,256+51.3% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 11.12% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,150 | $4,804-76.1% | $4,554-74.8% | $4,156-72.3% |
| Participant deferral / active EE | $2,729 | $8,216-66.8% | $7,897-65.4% | $6,407-57.4% |
| Admin fee / account holder | $2,938 | $14,344-79.5% | $13,129-77.6% | $12,270-76.1% |