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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 | $114,712+35.9% | $173,730-10.2% | $87,485+78.2% |
| Participation rate | 65.9% | 73.0%-7.1pp | 79.6%-13.7pp | 68.9%-3.1pp |
| Annual return | 10.03% | 20.18%-10.2pp | 19.96%-9.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,048 | $2,904-29.5% | $4,577-55.3% | $2,596-21.1% |
| Participant deferral / active EE | $5,406 | $4,642+16.5% | $6,326-14.5% | $4,274+26.5% |
| Admin fee / account holder | $11,728 | $10,210+14.9% | $17,523-33.1% | $7,775+50.8% |