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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 | $57,073+57.3% | $85,126+5.5% | $80,925+10.9% |
| Participation rate | 60.5% | 56.4%+4.1pp | 67.5%-7.0pp | 67.7%-7.1pp |
| Annual return | 9.25% | 21.69%-12.4pp | 66.63%-57.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $2,578 | $1,801+43.2% | $2,731-5.6% | $2,756-6.5% |
| Participant deferral / active EE | $4,640 | $3,113+49.1% | $4,523+2.6% | $4,299+7.9% |
| Admin fee / account holder | $13,254 | $4,988+165.7% | $6,160+115.2% | $6,940+91.0% |