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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 | $160,570 | $58,627+173.9% | $76,735+109.3% | $82,448+94.8% |
| Participation rate | 55.6% | 63.2%-7.7pp | 69.5%-13.9pp | 68.1%-12.5pp |
| Annual return | 12.29% | 39.10%-26.8pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,218 | $1,729+28.3% | $2,454-9.6% | $2,551-13.1% |
| Participant deferral / active EE | $6,724 | $3,134+114.6% | $4,088+64.5% | $4,139+62.4% |
| Admin fee / account holder | $3,446 | $5,323-35.3% | $7,189-52.1% | $7,234-52.4% |