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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 | $147,974 | $101,798+45.4% | $165,071-10.4% | $80,935+82.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.91% | 16.73%-6.8pp | 70.17%-60.3pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,182 | $2,954-26.2% | $4,347-49.8% | $2,757-20.9% |
| Participant deferral / active EE | $7,688 | $4,476+71.8% | $6,035+27.4% | $4,299+78.8% |
| Admin fee / account holder | $5,955 | $8,221-27.6% | $12,695-53.1% | $6,924-14.0% |