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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 | $136,688 | $124,425+9.9% | $112,040+22.0% | $137,256-0.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 6.97% | 24.72%-17.7pp | 24.52%-17.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,075 | $3,411-39.2% | $2,954-29.7% | $4,156-50.1% |
| Participant deferral / active EE | $8,198 | $5,718+43.4% | $5,098+60.8% | $6,407+28.0% |
| Admin fee / account holder | $25,225 | $15,207+65.9% | $12,098+108.5% | $12,270+105.6% |