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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 | $179,502 | $53,774+233.8% | $134,162+33.8% | $79,852+124.8% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 8.49% | 19.01%-10.5pp | 36.35%-27.9pp | 31.72%-23.2pp |
| Employer contribution / active EE | $3,802 | $1,322+187.7% | $3,705+2.6% | $2,471+53.8% |
| Participant deferral / active EE | $6,234 | $2,420+157.6% | $3,500+78.1% | $3,740+66.7% |
| Admin fee / account holder | $1,615 | $3,985-59.5% | $6,685-75.8% | $5,306-69.6% |