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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 | $168,091 | $95,453+76.1% | $112,040+50.0% | $82,448+103.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.5%-11.1pp | 68.1%-2.7pp |
| Annual return | 10.73% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,862 | $4,224+15.1% | $5,098-4.6% | $4,139+17.5% |
| Admin fee / account holder | $17,712 | $9,013+96.5% | $12,098+46.4% | $7,234+144.8% |