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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 | $223,356 | $102,609+117.7% | $98,090+127.7% | $138,895+60.8% |
| Participation rate | 68.8% | 82.8%-14.0pp | 81.5%-12.8pp | 79.9%-11.2pp |
| Annual return | 9.95% | 36.44%-26.5pp | 37.05%-27.1pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,904 | $3,867-24.9% | $3,606-19.5% | $4,194-30.8% |
| Participant deferral / active EE | $8,639 | $8,167+5.8% | $7,845+10.1% | $6,396+35.1% |
| Admin fee / account holder | $30,942 | $11,434+170.6% | $11,815+161.9% | $12,562+146.3% |