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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 | $101,940 | $73,955+37.8% | $96,520+5.6% | $75,181+35.6% |
| Participation rate | 60.8% | 66.4%-5.6pp | 74.3%-13.6pp | 67.2%-6.4pp |
| Annual return | 10.07% | 26.72%-16.6pp | 35.72%-25.6pp | 160.69%-150.6pp |
| Employer contribution / active EE | $1,409 | $2,930-51.9% | $3,739-62.3% | $2,671-47.2% |
| Participant deferral / active EE | $4,052 | $3,659+10.7% | $4,879-16.9% | $4,126-1.8% |
| Admin fee / account holder | $2,533 | $5,217-51.4% | $6,733-62.4% | $5,650-55.2% |