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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 | $89,783 | $57,057+57.4% | $85,009+5.6% | $80,874+11.0% |
| Participation rate | 60.5% | 56.4%+4.2pp | 67.5%-7.0pp | 67.6%-7.1pp |
| Annual return | 9.25% | 21.66%-12.4pp | 66.47%-57.2pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,578 | $1,799+43.3% | $2,728-5.5% | $2,756-6.5% |
| Participant deferral / active EE | $4,640 | $3,112+49.1% | $4,522+2.6% | $4,297+8.0% |
| Admin fee / account holder | $13,254 | $4,986+165.8% | $6,153+115.4% | $6,935+91.1% |