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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 | $138,704 | $106,864+29.8% | $147,318-5.8% | $82,637+67.8% |
| Participation rate | 63.6% | 75.5%-11.9pp | 82.1%-18.4pp | 68.1%-4.4pp |
| Annual return | 13.67% | 27.49%-13.8pp | 70.43%-56.8pp | 53.51%-39.8pp |
| Employer contribution / active EE | $3,333 | $3,417-2.4% | $4,593-27.4% | $2,552+30.6% |
| Participant deferral / active EE | $4,328 | $6,496-33.4% | $7,906-45.3% | $4,126+4.9% |
| Admin fee / account holder | $9,156 | $8,415+8.8% | $13,708-33.2% | $7,339+24.8% |