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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 | $101,127 | $86,938+16.3% | $102,423-1.3% | $80,925+25.0% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.3pp |
| Annual return | 10.05% | 18.89%-8.8pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,133 | $2,369-52.2% | $3,023-62.5% | $2,756-58.9% |
| Participant deferral / active EE | $6,181 | $4,120+50.0% | $5,054+22.3% | $4,299+43.8% |
| Admin fee / account holder | $6,676 | $8,053-17.1% | $9,455-29.4% | $6,940-3.8% |