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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 | $103,421 | $106,864-3.2% | $147,318-29.8% | $82,637+25.2% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 10.80% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,012 | $3,417-41.1% | $4,593-56.2% | $2,552-21.2% |
| Participant deferral / active EE | $7,686 | $6,496+18.3% | $7,906-2.8% | $4,126+86.3% |
| Admin fee / account holder | $13,313 | $8,415+58.2% | $13,708-2.9% | $7,339+81.4% |