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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 | $176,276 | $142,972+23.3% | $214,702-17.9% | $86,983+102.7% |
| Participation rate | 69.0% | 84.9%-15.9pp | 87.5%-18.5pp | 69.5%-0.6pp |
| Annual return | 12.10% | 18.49%-6.4pp | 54.55%-42.5pp | 25.83%-13.7pp |
| Employer contribution / active EE | $3,005 | $4,635-35.2% | $6,461-53.5% | $2,584+16.3% |
| Participant deferral / active EE | $6,078 | $6,568-7.5% | $9,147-33.6% | $4,194+44.9% |
| Admin fee / account holder | $9,147 | $17,617-48.1% | $19,830-53.9% | $7,856+16.4% |