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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 | $238,123 | $155,555+53.1% | $146,866+62.1% | $155,188+53.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.37% | 115.41%-105.0pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $1,365 | $4,647-70.6% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $9,650 | $8,044+20.0% | $7,759+24.4% | $6,531+47.8% |
| Admin fee / account holder | $1,117 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |