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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 | $226,880 | $81,504+178.4% | $102,437+121.5% | $80,959+180.2% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 9.93% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,577 | $3,104-17.0% | $3,871-33.4% | $2,757-6.5% |
| Participant deferral / active EE | $4,068 | $3,871+5.1% | $5,060-19.6% | $4,300-5.4% |
| Admin fee / account holder | $9,541 | $6,719+42.0% | $8,388+13.7% | $6,925+37.8% |