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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 | $110,690 | $106,749+3.7% | $145,433-23.9% | $82,448+34.3% |
| Participation rate | 64.9% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.2pp |
| Annual return | 13.45% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,917 | $3,444-44.3% | $4,554-57.9% | $2,551-24.8% |
| Participant deferral / active EE | $5,422 | $6,519-16.8% | $7,897-31.3% | $4,139+31.0% |
| Admin fee / account holder | $5,404 | $8,390-35.6% | $13,129-58.8% | $7,234-25.3% |