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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 | $157,132 | $91,559+71.6% | $133,978+17.3% | $79,856+96.8% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | 9.68% | 61.85%-52.2pp | 45.10%-35.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,156 | $2,384-9.6% | $3,919-45.0% | $2,471-12.8% |
| Participant deferral / active EE | $4,743 | $3,734+27.0% | $5,047-6.0% | $3,741+26.8% |
| Admin fee / account holder | $8,351 | $6,321+32.1% | $8,930-6.5% | $5,306+57.4% |