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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 | $180,752 | $77,460+133.3% | $100,378+80.1% | $80,925+123.4% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-26.0pp | 67.7%-12.1pp |
| Annual return | 10.06% | 37.24%-27.2pp | 49.41%-39.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,439 | $2,801-12.9% | $3,942-38.1% | $2,756-11.5% |
| Participant deferral / active EE | $6,136 | $6,818-10.0% | $8,087-24.1% | $4,299+42.7% |
| Admin fee / account holder | $7,352 | $5,887+24.9% | $7,899-6.9% | $6,940+5.9% |