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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 | $102,550 | $51,604+98.7% | $129,295-20.7% | $80,874+26.8% |
| Participation rate | 65.3% | 57.0%+8.3pp | 69.6%-4.3pp | 67.6%-2.3pp |
| Annual return | 10.25% | 20.76%-10.5pp | 9429.28%-9419.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,678 | $1,585+5.9% | $4,157-59.6% | $2,756-39.1% |
| Participant deferral / active EE | $3,907 | $2,670+46.3% | $4,169-6.3% | $4,297-9.1% |
| Admin fee / account holder | $8,611 | $4,310+99.8% | $7,665+12.3% | $6,935+24.2% |