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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 | $188,029 | $124,425+51.1% | $112,040+67.8% | $137,256+37.0% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 9.63% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,367 | $3,411-59.9% | $2,954-53.7% | $4,156-67.1% |
| Participant deferral / active EE | $5,469 | $5,718-4.4% | $5,098+7.3% | $6,407-14.6% |
| Admin fee / account holder | $23,282 | $15,207+53.1% | $12,098+92.4% | $12,270+89.7% |