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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 | $99,954 | $88,672+12.7% | $105,223-5.0% | $82,448+21.2% |
| Participation rate | 58.7% | 67.9%-9.2pp | 75.0%-16.3pp | 68.1%-9.4pp |
| Annual return | 11.24% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,926 | $3,048-36.8% | $3,689-47.8% | $2,551-24.5% |
| Participant deferral / active EE | $5,021 | $4,036+24.4% | $5,072-1.0% | $4,139+21.3% |
| Admin fee / account holder | $11,150 | $7,146+56.0% | $8,859+25.9% | $7,234+54.1% |