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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 | $162,136+28.1% | $152,301+36.4% | $154,746+34.2% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 11.12% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,150 | $4,890-76.5% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $2,729 | $8,341-67.3% | $8,004-65.9% | $6,730-59.5% |
| Admin fee / account holder | $2,938 | $15,759-81.4% | $14,398-79.6% | $14,365-79.5% |