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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 | $107,421+41.0% | $182,262-16.9% | $94,015+61.1% |
| Participation rate | 66.0% | 77.8%-11.8pp | 84.2%-18.2pp | 70.8%-4.8pp |
| Annual return | 10.11% | 21.32%-11.2pp | 140.60%-130.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $2,432 | $3,448-29.5% | $5,046-51.8% | $2,790-12.8% |
| Participant deferral / active EE | $5,683 | $6,558-13.3% | $8,276-31.3% | $4,249+33.7% |
| Admin fee / account holder | $9,843 | $8,692+13.2% | $16,712-41.1% | $8,951+10.0% |