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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 | $145,662 | $78,520+85.5% | $96,576+50.8% | $82,448+76.7% |
| Participation rate | 64.0% | 77.7%-13.7pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | 10.77% | 41.30%-30.5pp | 38.47%-27.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,259 | $2,630-14.1% | $3,553-36.4% | $2,551-11.4% |
| Participant deferral / active EE | $4,312 | $6,754-36.2% | $7,956-45.8% | $4,139+4.2% |
| Admin fee / account holder | $104,694 | $13,455+678.1% | $11,381+819.9% | $7,234+1347.2% |