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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 | $166,106 | $174,379-4.7% | $152,093+9.2% | $138,895+19.6% |
| Participation rate | 59.1% | 81.6%-22.6pp | 77.8%-18.7pp | 79.9%-20.8pp |
| Annual return | 9.28% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,885 | $4,652-59.5% | $4,175-54.8% | $4,194-55.1% |
| Participant deferral / active EE | $4,783 | $6,159-22.3% | $5,451-12.3% | $6,396-25.2% |
| Admin fee / account holder | $2,982 | $16,880-82.3% | $14,497-79.4% | $12,562-76.3% |