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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 | $113,145 | $70,486+60.5% | $100,528+12.6% | $79,852+41.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 79.4%-12.8pp | 69.6%-3.0pp |
| Annual return | 10.31% | 21.90%-11.6pp | 30.90%-20.6pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,134 | $5,182-20.2% | $6,271-34.1% | $3,740+10.5% |
| Admin fee / account holder | $5,619 | $4,480+25.4% | $8,084-30.5% | $5,306+5.9% |