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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 | $120,115 | $99,875+20.3% | $146,866-18.2% | $86,983+38.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 11.66% | 28.10%-16.4pp | 102.85%-91.2pp | 25.83%-14.2pp |
| Employer contribution / active EE | $3,533 | $3,224+9.6% | $4,425-20.2% | $2,584+36.7% |
| Participant deferral / active EE | $8,155 | $6,322+29.0% | $7,759+5.1% | $4,194+94.4% |
| Admin fee / account holder | $4,735 | $7,838-39.6% | $13,620-65.2% | $7,856-39.7% |