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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 | $144,160 | $93,055+54.9% | $153,643-6.2% | $80,935+78.1% |
| Participation rate | 67.9% | 69.0%-1.1pp | 77.1%-9.2pp | 67.7%+0.2pp |
| Annual return | 9.73% | 19.97%-10.2pp | 15.71%-6.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $4,297 | $3,504+22.6% | $5,039-14.7% | $2,757+55.9% |
| Participant deferral / active EE | $5,831 | $5,172+12.7% | $6,754-13.7% | $4,299+35.6% |
| Admin fee / account holder | $643 | $8,881-92.8% | $12,739-95.0% | $6,924-90.7% |