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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 | $150,460 | $73,988+103.4% | $96,538+55.9% | $75,177+100.1% |
| Participation rate | 67.9% | 66.4%+1.4pp | 74.3%-6.5pp | 67.2%+0.7pp |
| Annual return | 0.30% | 26.73%-26.4pp | 35.74%-35.4pp | 160.75%-160.5pp |
| Employer contribution / active EE | $1,580 | $2,930-46.1% | $3,740-57.8% | $2,671-40.9% |
| Participant deferral / active EE | $5,510 | $3,660+50.5% | $4,880+12.9% | $4,126+33.5% |
| Admin fee / account holder | $5,454 | $5,220+4.5% | $6,737-19.0% | $5,651-3.5% |