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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 | $167,808 | $136,860+22.6% | $120,344+39.4% | $154,746+8.4% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 8.03% | 21.38%-13.3pp | 20.30%-12.3pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,239 | $3,533-64.9% | $3,020-59.0% | $4,379-71.7% |
| Participant deferral / active EE | $7,102 | $5,793+22.6% | $5,135+38.3% | $6,730+5.5% |
| Admin fee / account holder | $3,914 | $15,393-74.6% | $12,742-69.3% | $14,365-72.8% |