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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 | $156,105 | $81,358+91.9% | $155,556+0.4% | $80,959+92.8% |
| Participation rate | 54.8% | 66.3%-11.4pp | 78.2%-23.4pp | 67.7%-12.8pp |
| Annual return | 8.23% | 33.39%-25.2pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $2,413 | $3,106-22.3% | $4,675-48.4% | $2,757-12.5% |
| Participant deferral / active EE | $5,337 | $3,455+54.5% | $5,631-5.2% | $4,300+24.1% |
| Admin fee / account holder | $12,960 | $7,994+62.1% | $15,885-18.4% | $6,925+87.1% |