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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 | $107,108 | $81,457+31.5% | $103,378+3.6% | $80,911+32.4% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 7.84% | 25.58%-17.7pp | 24.91%-17.1pp | 35.63%-27.8pp |
| Employer contribution / active EE | $9,840 | $3,107+216.7% | $3,870+154.3% | $2,756+257.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,447 | $6,717-18.9% | $8,401-35.2% | $6,935-21.5% |