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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 | $141,898 | $59,839+137.1% | $81,991+73.1% | $79,852+77.7% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.3%-10.4pp | 69.6%-10.8pp |
| Annual return | 6.28% | 17.56%-11.3pp | 41.31%-35.0pp | 31.72%-25.4pp |
| Employer contribution / active EE | $1,690 | $1,713-1.4% | $2,498-32.4% | $2,471-31.6% |
| Participant deferral / active EE | $3,429 | $2,695+27.2% | $3,722-7.9% | $3,740-8.3% |
| Admin fee / account holder | $5,524 | $4,287+28.8% | $5,665-2.5% | $5,306+4.1% |