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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 | $167,128 | $80,983+106.4% | $96,544+73.1% | $75,177+122.3% |
| Participation rate | 67.5% | 71.8%-4.3pp | 76.0%-8.5pp | 67.2%+0.3pp |
| Annual return | 12.35% | 27.05%-14.7pp | 25.88%-13.5pp | 160.75%-148.4pp |
| Employer contribution / active EE | $2,734 | $2,282+19.8% | $2,966-7.8% | $2,671+2.3% |
| Participant deferral / active EE | $5,084 | $3,929+29.4% | $4,851+4.8% | $4,126+23.2% |
| Admin fee / account holder | $11,663 | $6,717+73.6% | $8,254+41.3% | $5,651+106.4% |