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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 | $140,730 | $93,617+50.3% | $135,982+3.5% | $75,177+87.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 12.81% | 30.89%-18.1pp | 68.32%-55.5pp | 160.75%-147.9pp |
| Employer contribution / active EE | $2,663 | $3,538-24.7% | $4,859-45.2% | $2,671-0.3% |
| Participant deferral / active EE | $5,648 | $6,406-11.8% | $7,760-27.2% | $4,126+36.9% |
| Admin fee / account holder | $14,398 | $6,980+106.3% | $10,767+33.7% | $5,651+154.8% |