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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 | $170,060 | $67,602+151.6% | $82,312+106.6% | $70,126+142.5% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 8.52% | 21.57%-13.1pp | 25.88%-17.4pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,325 | $1,755-24.5% | $2,428-45.4% | $2,343-43.4% |
| Participant deferral / active EE | $3,019 | $2,987+1.1% | $3,706-18.5% | $3,332-9.4% |
| Admin fee / account holder | $7,798 | $4,512+72.8% | $5,608+39.1% | $4,645+67.9% |