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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 | $198,691 | $117,895+68.5% | $102,460+93.9% | $145,897+36.2% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 6.94% | 31.92%-25.0pp | 29.47%-22.5pp | 552.29%-545.4pp |
| Employer contribution / active EE | $2,494 | $3,619-31.1% | $3,025-17.6% | $4,663-46.5% |
| Participant deferral / active EE | $4,608 | $5,736-19.7% | $5,056-8.9% | $6,689-31.1% |
| Admin fee / account holder | $8,587 | $13,353-35.7% | $9,460-9.2% | $13,390-35.9% |