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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 | $90,683 | $63,845+42.0% | $81,370+11.4% | $80,959+12.0% |
| Participation rate | 69.0% | 63.9%+5.2pp | 69.5%-0.5pp | 67.7%+1.4pp |
| Annual return | 10.06% | 16.37%-6.3pp | 24.85%-14.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $3,883 | $1,980+96.1% | $2,464+57.6% | $2,757+40.8% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,760 | $5,688-51.5% | $5,749-52.0% | $6,925-60.1% |