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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 | $147,522 | $110,379+33.7% | $102,412+44.0% | $145,884+1.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.91% | 24.84%-15.9pp | 24.94%-16.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,730 | $4,216-59.0% | $3,870-55.3% | $4,662-62.9% |
| Participant deferral / active EE | $6,214 | $5,622+10.5% | $5,060+22.8% | $6,690-7.1% |
| Admin fee / account holder | $12,789 | $9,745+31.2% | $8,388+52.5% | $13,392-4.5% |