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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 | $208,042 | $95,959+116.8% | $97,411+113.6% | $138,895+49.8% |
| Participation rate | 66.7% | 81.8%-15.2pp | 80.4%-13.7pp | 79.9%-13.3pp |
| Annual return | 10.96% | 29.30%-18.3pp | 34.72%-23.8pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,522 | $4,278-41.1% | $4,210-40.1% | $4,194-39.9% |
| Participant deferral / active EE | $8,513 | $5,876+44.9% | $5,886+44.6% | $6,396+33.1% |
| Admin fee / account holder | $1,998 | $7,555-73.6% | $7,145-72.0% | $12,562-84.1% |