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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 | $136,032 | $115,225+18.1% | $100,712+35.1% | $138,895-2.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.45% | 40.35%-31.9pp | 33.27%-24.8pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,296 | $2,771-53.2% | $2,313-44.0% | $4,194-69.1% |
| Participant deferral / active EE | $8,674 | $4,699+84.6% | $4,085+112.3% | $6,396+35.6% |
| Admin fee / account holder | $1,642 | $10,844-84.9% | $9,256-82.3% | $12,562-86.9% |