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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 | $106,713 | $75,720+40.9% | $90,312+18.2% | $86,983+22.7% |
| Participation rate | 50.0% | 66.3%-16.3pp | 72.9%-22.9pp | 69.5%-19.5pp |
| Annual return | 8.73% | 18.55%-9.8pp | 18.90%-10.2pp | 25.83%-17.1pp |
| Employer contribution / active EE | $2,551 | $1,945+31.2% | $2,243+13.8% | $2,584-1.3% |
| Participant deferral / active EE | $5,416 | $3,001+80.5% | $3,749+44.5% | $4,194+29.1% |
| Admin fee / account holder | $1,694 | $6,201-72.7% | $8,248-79.5% | $7,856-78.4% |