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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 | $199,480 | $77,920+156.0% | $149,723+33.2% | $75,177+165.3% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 10.76% | 31.72%-21.0pp | 134.50%-123.7pp | 160.75%-150.0pp |
| Employer contribution / active EE | $2,296 | $3,138-26.8% | $4,821-52.4% | $2,671-14.0% |
| Participant deferral / active EE | $2,929 | $3,411-14.1% | $5,682-48.5% | $4,126-29.0% |
| Admin fee / account holder | $31,534 | $5,951+429.9% | $13,215+138.6% | $5,651+458.0% |