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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 | $104,721 | $51,207+104.5% | $70,565+48.4% | $75,177+39.3% |
| Participation rate | 61.5% | 61.0%+0.6pp | 68.4%-6.8pp | 67.2%-5.7pp |
| Annual return | 11.88% | 30.05%-18.2pp | 32.79%-20.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $2,645 | $1,826+44.8% | $2,976-11.1% | $2,671-1.0% |
| Participant deferral / active EE | $6,506 | $2,850+128.3% | $4,568+42.4% | $4,126+57.7% |
| Admin fee / account holder | $2,343 | $4,097-42.8% | $6,430-63.6% | $5,651-58.5% |