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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 | $161,677 | $162,967-0.8% | $135,792+19.1% | $138,895+16.4% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.6%-12.6pp | 79.9%-19.9pp |
| Annual return | 8.92% | 30.08%-21.2pp | 25.96%-17.0pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,895 | $4,211-55.0% | $3,496-45.8% | $4,194-54.8% |
| Participant deferral / active EE | $7,834 | $5,640+38.9% | $4,759+64.6% | $6,396+22.5% |
| Admin fee / account holder | $302 | $15,306-98.0% | $12,266-97.5% | $12,562-97.6% |