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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 | $143,087 | $201,370-28.9% | $184,256-22.3% | $145,897-1.9% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 9.19% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,403 | $7,024-65.8% | $6,427-62.6% | $4,663-48.5% |
| Participant deferral / active EE | $5,218 | $9,808-46.8% | $9,133-42.9% | $6,689-22.0% |
| Admin fee / account holder | $2,155 | $16,364-86.8% | $13,899-84.5% | $13,390-83.9% |