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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 | $229,176 | $124,346+84.3% | $111,308+105.9% | $167,536+36.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 7.72% | 37.45%-29.7pp | 54.67%-46.9pp | 478.82%-471.1pp |
| Employer contribution / active EE | $2,380 | $3,437-30.8% | $2,732-12.9% | $4,839-50.8% |
| Participant deferral / active EE | $1,839 | $5,182-64.5% | $4,487-59.0% | $6,342-71.0% |
| Admin fee / account holder | $11,437 | $10,621+7.7% | $7,965+43.6% | $12,315-7.1% |