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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 | $107,041 | $146,267-26.8% | $197,124-45.7% | $82,448+29.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 86.7%-22.4pp | 68.1%-3.8pp |
| Annual return | 12.67% | 29.61%-16.9pp | 44.34%-31.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,178 | $4,723-53.9% | $6,227-65.0% | $2,551-14.6% |
| Participant deferral / active EE | $5,873 | $7,035-16.5% | $9,135-35.7% | $4,139+41.9% |
| Admin fee / account holder | $7,763 | $14,422-46.2% | $16,298-52.4% | $7,234+7.3% |