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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 | $149,089 | $146,267+1.9% | $197,124-24.4% | $82,448+80.8% |
| Participation rate | 68.0% | 84.0%-16.0pp | 86.7%-18.7pp | 68.1%-0.1pp |
| Annual return | 10.83% | 29.61%-18.8pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,711 | $4,723-21.4% | $6,227-40.4% | $2,551+45.5% |
| Participant deferral / active EE | $8,527 | $7,035+21.2% | $9,135-6.7% | $4,139+106.0% |
| Admin fee / account holder | $15,590 | $14,422+8.1% | $16,298-4.3% | $7,234+115.5% |