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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 | $145,834 | $146,267-0.3% | $197,124-26.0% | $82,448+76.9% |
| Participation rate | 68.9% | 84.0%-15.1pp | 86.7%-17.8pp | 68.1%+0.8pp |
| Annual return | 10.49% | 29.61%-19.1pp | 44.34%-33.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,305 | $4,723-51.2% | $6,227-63.0% | $2,551-9.7% |
| Participant deferral / active EE | $3,657 | $7,035-48.0% | $9,135-60.0% | $4,139-11.6% |
| Admin fee / account holder | $11,524 | $14,422-20.1% | $16,298-29.3% | $7,234+59.3% |