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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 | $146,106 | $102,245+42.9% | $89,340+63.5% | $137,256+6.4% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 7.42% | 21.89%-14.5pp | 20.57%-13.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,075 | $2,529-57.5% | $2,231-51.8% | $4,156-74.1% |
| Participant deferral / active EE | $2,990 | $4,436-32.6% | $3,823-21.8% | $6,407-53.3% |
| Admin fee / account holder | $17,951 | $8,085+122.0% | $6,704+167.8% | $12,270+46.3% |