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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 | $117,181 | $87,132+34.5% | $105,624+10.9% | $80,959+44.7% |
| Participation rate | 63.0% | 70.4%-7.4pp | 75.3%-12.2pp | 67.7%-4.6pp |
| Annual return | 6.42% | 17.03%-10.6pp | 116.20%-109.8pp | 35.67%-29.2pp |
| Employer contribution / active EE | $2,469 | $2,397+3.0% | $3,168-22.1% | $2,757-10.4% |
| Participant deferral / active EE | $5,429 | $3,985+36.2% | $5,013+8.3% | $4,300+26.2% |
| Admin fee / account holder | $4,772 | $8,449-43.5% | $10,961-56.5% | $6,925-31.1% |