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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 | $177,960 | $102,609+73.4% | $98,090+81.4% | $138,895+28.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 12.30% | 36.44%-24.1pp | 37.05%-24.7pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,911 | $8,167+9.1% | $7,845+13.6% | $6,396+39.3% |
| Admin fee / account holder | $8,007 | $11,434-30.0% | $11,815-32.2% | $12,562-36.3% |