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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 | $99,447 | $83,485+19.1% | $125,195-20.6% | $72,976+36.3% |
| Participation rate | 61.2% | 73.3%-12.1pp | 79.8%-18.6pp | 69.5%-8.3pp |
| Annual return | 12.33% | 25.77%-13.4pp | 43.79%-31.5pp | 81.02%-68.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,777 | $3,586+33.2% | $4,937-3.3% | $3,608+32.4% |
| Admin fee / account holder | $7,863 | $5,518+42.5% | $9,704-19.0% | $5,124+53.4% |