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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 | $55,889+88.5% | $76,119+38.4% | $80,935+30.2% |
| Participation rate | 67.7% | 62.1%+5.7pp | 69.1%-1.3pp | 67.7%+0.1pp |
| Annual return | 8.70% | 20.58%-11.9pp | 361.25%-352.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $2,391 | $1,866+28.1% | $2,693-11.2% | $2,757-13.3% |
| Participant deferral / active EE | $6,332 | $3,051+107.5% | $4,259+48.7% | $4,299+47.3% |
| Admin fee / account holder | $6,625 | $5,241+26.4% | $6,421+3.2% | $6,924-4.3% |