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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 | $110,357 | $101,798+8.4% | $165,071-33.1% | $80,935+36.4% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.24% | 16.73%-7.5pp | 70.17%-60.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,508 | $2,954-49.0% | $4,347-65.3% | $2,757-45.3% |
| Participant deferral / active EE | $5,824 | $4,476+30.1% | $6,035-3.5% | $4,299+35.5% |
| Admin fee / account holder | $2,267 | $8,221-72.4% | $12,695-82.1% | $6,924-67.3% |