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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 | $123,200 | $89,367+37.9% | $141,191-12.7% | $72,975+68.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 18.68% | 111.87%-93.2pp | 71.41%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,317 | $3,115-57.7% | $4,736-72.2% | $2,440-46.0% |
| Participant deferral / active EE | $3,864 | $5,419-28.7% | $6,710-42.4% | $3,608+7.1% |
| Admin fee / account holder | $2,231 | $5,957-62.5% | $10,264-78.3% | $5,124-56.5% |