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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 | $97,289+129.6% | $92,805+140.7% | $155,188+43.9% |
| Participation rate | 68.8% | 84.2%-15.4pp | 83.5%-14.8pp | 80.8%-12.1pp |
| Annual return | 9.95% | 29.03%-19.1pp | 31.59%-21.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,904 | $3,632-20.0% | $3,424-15.2% | $4,248-31.6% |
| Participant deferral / active EE | $8,639 | $8,795-1.8% | $8,448+2.3% | $6,531+32.3% |
| Admin fee / account holder | $30,942 | $12,015+157.5% | $10,911+183.6% | $14,480+113.7% |