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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 | $164,629 | $86,288+90.8% | $111,306+47.9% | $85,851+91.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 9.38% | 19.99%-10.6pp | 54.67%-45.3pp | 318.63%-309.3pp |
| Employer contribution / active EE | $2,073 | $2,044+1.4% | $2,732-24.1% | $2,565-19.2% |
| Participant deferral / active EE | $3,757 | $3,641+3.2% | $4,488-16.3% | $3,952-4.9% |
| Admin fee / account holder | $539 | $8,189-93.4% | $7,966-93.2% | $6,261-91.4% |