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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 | $132,867 | $86,922+52.9% | $102,438+29.7% | $80,874+64.3% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 8.54% | 18.90%-10.4pp | 29.37%-20.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,564 | $2,369-34.0% | $3,024-48.3% | $2,756-43.2% |
| Participant deferral / active EE | $3,073 | $4,119-25.4% | $5,054-39.2% | $4,297-28.5% |
| Admin fee / account holder | $2,961 | $8,050-63.2% | $9,448-68.7% | $6,935-57.3% |