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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 | $210,486 | $176,794+19.1% | $146,647+43.5% | $167,553+25.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 8.42% | 24.04%-15.6pp | 22.75%-14.3pp | 478.89%-470.5pp |
| Employer contribution / active EE | $2,576 | $5,161-50.1% | $4,137-37.7% | $4,840-46.8% |
| Participant deferral / active EE | $4,560 | $6,440-29.2% | $5,506-17.2% | $6,343-28.1% |
| Admin fee / account holder | $2,929 | $13,262-77.9% | $10,281-71.5% | $12,316-76.2% |