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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 | $202,600 | $86,940+133.0% | $102,434+97.8% | $80,935+150.3% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.7%-2.7pp |
| Annual return | 8.53% | 18.89%-10.4pp | 29.46%-20.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $2,290 | $2,370-3.4% | $3,023-24.3% | $2,757-16.9% |
| Participant deferral / active EE | $4,895 | $4,121+18.8% | $5,055-3.2% | $4,299+13.8% |
| Admin fee / account holder | $16,778 | $8,047+108.5% | $9,462+77.3% | $6,924+142.3% |