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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 | $111,439 | $99,875+11.6% | $146,866-24.1% | $86,983+28.1% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 12.89% | 28.10%-15.2pp | 102.85%-90.0pp | 25.83%-12.9pp |
| Employer contribution / active EE | $3,009 | $3,224-6.7% | $4,425-32.0% | $2,584+16.4% |
| Participant deferral / active EE | $8,163 | $6,322+29.1% | $7,759+5.2% | $4,194+94.7% |
| Admin fee / account holder | $21,650 | $7,838+176.2% | $13,620+59.0% | $7,856+175.6% |