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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 | $136,860-0.1% | $120,344+13.6% | $154,746-11.7% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 6.97% | 21.38%-14.4pp | 20.30%-13.3pp | 172.34%-165.4pp |
| Employer contribution / active EE | $2,075 | $3,533-41.3% | $3,020-31.3% | $4,379-52.6% |
| Participant deferral / active EE | $8,198 | $5,793+41.5% | $5,135+59.7% | $6,730+21.8% |
| Admin fee / account holder | $25,225 | $15,393+63.9% | $12,742+98.0% | $14,365+75.6% |