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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 | $151,971 | $81,276+87.0% | $155,574-2.3% | $80,925+87.8% |
| Participation rate | 60.6% | 66.2%-5.6pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 9.82% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,841 | $3,103-40.7% | $4,676-60.6% | $2,756-33.2% |
| Participant deferral / active EE | $5,207 | $3,453+50.8% | $5,629-7.5% | $4,299+21.1% |
| Admin fee / account holder | $11,460 | $7,993+43.4% | $15,914-28.0% | $6,940+65.1% |