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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 | $100,429 | $87,166+15.2% | $76,735+30.9% | $137,256-26.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 8.01% | 26.50%-18.5pp | 29.77%-21.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $2,976 | $2,904+2.5% | $2,454+21.3% | $4,156-28.4% |
| Participant deferral / active EE | $7,276 | $4,726+53.9% | $4,088+78.0% | $6,407+13.6% |
| Admin fee / account holder | $1,534 | $8,403-81.7% | $7,189-78.7% | $12,270-87.5% |