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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 | $158,437 | $80,983+95.6% | $96,544+64.1% | $75,177+110.8% |
| Participation rate | 46.9% | 71.8%-24.9pp | 76.0%-29.1pp | 67.2%-20.3pp |
| Annual return | 11.24% | 27.05%-15.8pp | 25.88%-14.6pp | 160.75%-149.5pp |
| Employer contribution / active EE | $2,378 | $2,282+4.2% | $2,966-19.8% | $2,671-11.0% |
| Participant deferral / active EE | $5,087 | $3,929+29.5% | $4,851+4.9% | $4,126+23.3% |
| Admin fee / account holder | $1,575 | $6,717-76.6% | $8,254-80.9% | $5,651-72.1% |