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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 | $69,273+54.0% | $90,796+17.5% | $82,637+29.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 8.73% | 18.37%-9.6pp | 19.29%-10.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $2,551 | $1,865+36.8% | $2,294+11.2% | $2,5520% |
| Participant deferral / active EE | $5,416 | $3,047+77.7% | $3,822+41.7% | $4,126+31.3% |
| Admin fee / account holder | $1,694 | $5,511-69.3% | $7,024-75.9% | $7,339-76.9% |