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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 | $126,998 | $106,749+19.0% | $145,433-12.7% | $82,448+54.0% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 13.49% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,634 | $3,444-23.5% | $4,554-42.2% | $2,551+3.3% |
| Participant deferral / active EE | $6,752 | $6,519+3.6% | $7,897-14.5% | $4,139+63.1% |
| Admin fee / account holder | $42,314 | $8,390+404.3% | $13,129+222.3% | $7,234+484.9% |