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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 | $105,369 | $56,060+88.0% | $76,002+38.6% | $80,874+30.3% |
| Participation rate | 67.7% | 62.0%+5.7pp | 69.1%-1.3pp | 67.6%+0.1pp |
| Annual return | 8.70% | 20.54%-11.8pp | 360.07%-351.4pp | 35.62%-26.9pp |
| Employer contribution / active EE | $2,391 | $1,873+27.6% | $2,688-11.1% | $2,756-13.2% |
| Participant deferral / active EE | $6,332 | $3,051+107.5% | $4,257+48.8% | $4,297+47.4% |
| Admin fee / account holder | $6,625 | $5,237+26.5% | $6,414+3.3% | $6,935-4.5% |