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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 | $103,894 | $93,617+11.0% | $135,982-23.6% | $75,177+38.2% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.3pp | 67.2%-20.5pp |
| Annual return | 14.65% | 30.89%-16.2pp | 68.32%-53.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,736 | $3,538-22.7% | $4,859-43.7% | $2,671+2.4% |
| Participant deferral / active EE | $3,625 | $6,406-43.4% | $7,760-53.3% | $4,126-12.1% |
| Admin fee / account holder | $6,834 | $6,980-2.1% | $10,767-36.5% | $5,651+20.9% |