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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 | $117,223 | $80,992+44.7% | $96,534+21.4% | $75,173+55.9% |
| Participation rate | 58.7% | 71.8%-13.1pp | 76.0%-17.3pp | 67.2%-8.5pp |
| Annual return | 0.88% | 27.05%-26.2pp | 25.88%-25.0pp | 160.72%-159.8pp |
| Employer contribution / active EE | $3,258 | $2,283+42.7% | $2,965+9.9% | $2,671+22.0% |
| Participant deferral / active EE | $5,789 | $3,929+47.3% | $4,851+19.3% | $4,126+40.3% |
| Admin fee / account holder | $6,750 | $6,717+0.5% | $8,253-18.2% | $5,651+19.5% |