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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 | $125,397 | $155,555-19.4% | $146,866-14.6% | $155,188-19.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 9.87% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $3,031 | $4,647-34.8% | $4,425-31.5% | $4,248-28.7% |
| Participant deferral / active EE | $8,792 | $8,044+9.3% | $7,759+13.3% | $6,531+34.6% |
| Admin fee / account holder | $17,125 | $14,755+16.1% | $13,620+25.7% | $14,480+18.3% |