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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 | $102,618 | $57,590+78.2% | $86,233+19.0% | $82,448+24.5% |
| Participation rate | 66.1% | 57.9%+8.3pp | 69.0%-2.9pp | 68.1%-1.9pp |
| Annual return | 12.51% | 22.41%-9.9pp | 61.39%-48.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,987 | $1,655+20.0% | $2,504-20.7% | $2,551-22.1% |
| Participant deferral / active EE | $4,584 | $3,080+48.8% | $4,559+0.5% | $4,139+10.7% |
| Admin fee / account holder | $2,351 | $4,730-50.3% | $8,342-71.8% | $7,234-67.5% |