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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 | $93,589+50.4% | $135,942+3.5% | $75,181+87.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 12.81% | 30.90%-18.1pp | 68.28%-55.5pp | 160.69%-147.9pp |
| Employer contribution / active EE | $2,663 | $3,537-24.7% | $4,858-45.2% | $2,671-0.3% |
| Participant deferral / active EE | $5,648 | $6,405-11.8% | $7,759-27.2% | $4,126+36.9% |
| Admin fee / account holder | $14,398 | $6,977+106.4% | $10,764+33.8% | $5,650+154.8% |