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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 | $108,556 | $54,541+99.0% | $78,778+37.8% | $70,126+54.8% |
| Participation rate | 60.5% | 60.8%-0.3pp | 69.2%-8.7pp | 69.5%-9.0pp |
| Annual return | 10.54% | 21.07%-10.5pp | 35.62%-25.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,052 | $1,089-3.4% | $1,986-47.0% | $2,343-55.1% |
| Participant deferral / active EE | $4,323 | $2,210+95.6% | $2,958+46.1% | $3,332+29.8% |
| Admin fee / account holder | $1,026 | $3,709-72.3% | $5,134-80.0% | $4,645-77.9% |