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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 | $95,536 | $59,328+61.0% | $118,946-19.7% | $73,493+30.0% |
| Participation rate | 66.7% | 62.3%+4.4pp | 75.4%-8.7pp | 70.7%-4.0pp |
| Annual return | 7.90% | 19.13%-11.2pp | 35.89%-28.0pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,828 | $1,803+1.4% | $3,263-44.0% | $2,270-19.5% |
| Participant deferral / active EE | $1,255 | $2,604-51.8% | $4,266-70.6% | $3,740-66.5% |
| Admin fee / account holder | $8,653 | $600+1341.5% | $6,581+31.5% | $513+1586.5% |