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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 | $159,329 | $126,661+25.8% | $113,397+40.5% | $138,895+14.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 9.71% | 25.05%-15.3pp | 23.20%-13.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $4,918 | $3,456+42.3% | $2,977+65.2% | $4,194+17.3% |
| Participant deferral / active EE | $9,802 | $5,693+72.2% | $5,076+93.1% | $6,396+53.3% |
| Admin fee / account holder | $5,041 | $14,549-65.4% | $11,957-57.8% | $12,562-59.9% |