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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 | $156,774 | $143,969+8.9% | $199,883-21.6% | $82,637+89.7% |
| Participation rate | 68.8% | 84.1%-15.4pp | 86.8%-18.0pp | 68.1%+0.7pp |
| Annual return | 11.41% | 25.67%-14.3pp | 43.81%-32.4pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,484 | $4,632-46.4% | $6,261-60.3% | $2,552-2.7% |
| Participant deferral / active EE | $8,238 | $6,937+18.8% | $9,138-9.9% | $4,126+99.7% |
| Admin fee / account holder | $10,757 | $14,597-26.3% | $17,268-37.7% | $7,339+46.6% |