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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 | $215,149 | $77,908+176.2% | $149,696+43.7% | $75,173+186.2% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.4pp |
| Annual return | 13.04% | 31.73%-18.7pp | 134.46%-121.4pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,499 | $3,138-20.4% | $4,821-48.2% | $2,671-6.4% |
| Participant deferral / active EE | $4,858 | $3,411+42.4% | $5,682-14.5% | $4,126+17.7% |
| Admin fee / account holder | $9,379 | $5,950+57.6% | $13,212-29.0% | $5,651+66.0% |