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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 | $178,977 | $77,472+131.0% | $100,415+78.2% | $80,959+121.1% |
| Participation rate | 63.0% | 76.9%-14.0pp | 81.5%-18.6pp | 67.7%-4.7pp |
| Annual return | 10.75% | 37.26%-26.5pp | 49.47%-38.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $5,144 | $2,800+83.7% | $3,943+30.5% | $2,757+86.6% |
| Participant deferral / active EE | $5,712 | $6,818-16.2% | $8,091-29.4% | $4,300+32.8% |
| Admin fee / account holder | $726 | $5,885-87.7% | $7,906-90.8% | $6,925-89.5% |