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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 | $144,744 | $112,729+28.4% | $98,716+46.6% | $137,256+5.5% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 5.40% | 38.48%-33.1pp | 31.81%-26.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,500 | $2,725-8.3% | $2,279+9.7% | $4,156-39.8% |
| Participant deferral / active EE | $9,678 | $4,640+108.6% | $4,048+139.1% | $6,407+51.1% |
| Admin fee / account holder | $653 | $10,129-93.6% | $8,703-92.5% | $12,270-94.7% |