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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 | $90,618 | $101,752-10.9% | $164,928-45.1% | $80,911+12.0% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.6%-12.1pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.08%-60.1pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,883 | $2,953-36.2% | $4,343-56.6% | $2,756-31.7% |
| Participant deferral / active EE | $6,483 | $4,477+44.8% | $6,034+7.4% | $4,297+50.9% |
| Admin fee / account holder | $11,304 | $8,218+37.6% | $12,684-10.9% | $6,935+63.0% |