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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 | $81,487+31.4% | $102,412+4.6% | $80,935+32.3% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 7.84% | 25.60%-17.8pp | 24.94%-17.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $9,840 | $3,103+217.1% | $3,870+154.3% | $2,757+257.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,447 | $6,717-18.9% | $8,388-35.1% | $6,924-21.3% |