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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 | $171,803 | $136,860+25.5% | $120,344+42.8% | $154,746+11.0% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 8.16% | 21.38%-13.2pp | 20.30%-12.1pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,806 | $3,533-20.6% | $3,020-7.1% | $4,379-35.9% |
| Participant deferral / active EE | $5,609 | $5,793-3.2% | $5,135+9.2% | $6,730-16.7% |
| Admin fee / account holder | $1,102 | $15,393-92.8% | $12,742-91.3% | $14,365-92.3% |