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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 | $228,649 | $154,228+48.3% | $145,433+57.2% | $137,256+66.6% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 4.56% | 74.59%-70.0pp | 66.58%-62.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $905 | $4,804-81.2% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $5,339 | $8,216-35.0% | $7,897-32.4% | $6,407-16.7% |
| Admin fee / account holder | $3,373 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |