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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 | $179,732 | $155,555+15.5% | $146,866+22.4% | $155,188+15.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 3.81% | 115.41%-111.6pp | 102.85%-99.0pp | 148.84%-145.0pp |
| Employer contribution / active EE | $2,151 | $4,647-53.7% | $4,425-51.4% | $4,248-49.4% |
| Participant deferral / active EE | $11,306 | $8,044+40.5% | $7,759+45.7% | $6,531+73.1% |
| Admin fee / account holder | $20,040 | $14,755+35.8% | $13,620+47.1% | $14,480+38.4% |