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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 | $93,843 | $106,864-12.2% | $147,318-36.3% | $82,637+13.6% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.1%-18.0pp | 68.1%-4.0pp |
| Annual return | 9.08% | 27.49%-18.4pp | 70.43%-61.3pp | 53.51%-44.4pp |
| Employer contribution / active EE | $2,988 | $3,417-12.5% | $4,593-34.9% | $2,552+17.1% |
| Participant deferral / active EE | $3,504 | $6,496-46.1% | $7,906-55.7% | $4,126-15.1% |
| Admin fee / account holder | $25,016 | $8,415+197.3% | $13,708+82.5% | $7,339+240.9% |