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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 | $87,054 | $73,787+18.0% | $98,716-11.8% | $82,448+5.6% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 11.09% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,158 | $1,511+42.8% | $2,279-5.3% | $2,551-15.4% |
| Participant deferral / active EE | $3,425 | $3,081+11.1% | $4,048-15.4% | $4,139-17.3% |
| Admin fee / account holder | $2,052 | $6,500-68.4% | $8,703-76.4% | $7,234-71.6% |