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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 | $183,569 | $110,137+66.7% | $161,149+13.9% | $82,637+122.1% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 10.48% | 20.69%-10.2pp | 21.16%-10.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,483 | $2,856-48.1% | $4,360-66.0% | $2,552-41.9% |
| Participant deferral / active EE | $6,352 | $4,575+38.9% | $6,153+3.2% | $4,126+53.9% |
| Admin fee / account holder | $21,494 | $9,467+127.0% | $15,194+41.5% | $7,339+192.9% |