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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 | $151,425 | $106,749+41.9% | $145,433+4.1% | $82,448+83.7% |
| Participation rate | 66.0% | 75.6%-9.6pp | 82.1%-16.1pp | 68.1%-2.1pp |
| Annual return | 10.11% | 27.59%-17.5pp | 66.58%-56.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,432 | $3,444-29.4% | $4,554-46.6% | $2,551-4.7% |
| Participant deferral / active EE | $5,683 | $6,519-12.8% | $7,897-28.0% | $4,139+37.3% |
| Admin fee / account holder | $9,843 | $8,390+17.3% | $13,129-25.0% | $7,234+36.1% |