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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 | $165,455 | $78,670+110.3% | $109,173+51.6% | $85,847+92.7% |
| Participation rate | 67.7% | 68.3%-0.5pp | 75.9%-8.1pp | 69.3%-1.6pp |
| Annual return | 10.09% | 25.09%-15.0pp | 25.75%-15.7pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,258 | $2,734-17.4% | $3,723-39.4% | $2,565-12.0% |
| Participant deferral / active EE | $5,872 | $3,467+69.3% | $4,654+26.2% | $3,952+48.6% |
| Admin fee / account holder | $8,629 | $5,469+57.8% | $6,755+27.7% | $6,261+37.8% |