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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 | $89,492 | $65,364+36.9% | $92,909-3.7% | $72,975+22.6% |
| Participation rate | 57.5% | 68.3%-10.8pp | 76.0%-18.5pp | 69.5%-12.0pp |
| Annual return | 16.04% | 42.11%-26.1pp | 109.44%-93.4pp | 81.01%-65.0pp |
| Employer contribution / active EE | $2,145 | $2,594-17.3% | $3,653-41.3% | $2,440-12.1% |
| Participant deferral / active EE | $4,512 | $3,128+44.2% | $4,238+6.5% | $3,608+25.1% |
| Admin fee / account holder | $1,498 | $4,251-64.8% | $5,795-74.1% | $5,124-70.8% |