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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 | $155,931 | $123,478+26.3% | $216,567-28.0% | $94,015+65.9% |
| Participation rate | 65.9% | 75.1%-9.3pp | 81.6%-15.8pp | 70.8%-5.0pp |
| Annual return | 10.03% | 23.61%-13.6pp | 12.94%-2.9pp | 17.84%-7.8pp |
| Employer contribution / active EE | $2,048 | $3,136-34.7% | $5,216-60.7% | $2,790-26.6% |
| Participant deferral / active EE | $5,406 | $4,556+18.7% | $6,191-12.7% | $4,249+27.2% |
| Admin fee / account holder | $11,728 | $12,753-8.0% | $21,981-46.6% | $8,951+31.0% |