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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 | $160,155 | $92,798+72.6% | $96,707+65.6% | $137,256+16.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 10.92% | 31.24%-20.3pp | 34.78%-23.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,560 | $4,147-14.2% | $4,191-15.1% | $4,156-14.4% |
| Participant deferral / active EE | $9,242 | $5,877+57.3% | $5,997+54.1% | $6,407+44.2% |
| Admin fee / account holder | $1,594 | $7,946-79.9% | $7,503-78.8% | $12,270-87.0% |