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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 | $168,109 | $72,471+132.0% | $94,215+78.4% | $86,983+93.3% |
| Participation rate | 66.7% | 63.9%+2.8pp | 70.0%-3.3pp | 69.5%-2.9pp |
| Annual return | 11.06% | 26.44%-15.4pp | 28.22%-17.2pp | 25.83%-14.8pp |
| Employer contribution / active EE | $1,449 | $1,936-25.1% | $2,675-45.8% | $2,584-43.9% |
| Participant deferral / active EE | $4,801 | $3,397+41.3% | $4,276+12.3% | $4,194+14.5% |
| Admin fee / account holder | $2,588 | $6,468-60.0% | $10,216-74.7% | $7,856-67.1% |