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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 | $107,898 | $76,551+40.9% | $123,894-12.9% | $62,881+71.6% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 5.52% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,924 | $2,882-33.3% | $4,617-58.3% | $2,281-15.6% |
| Participant deferral / active EE | $6,039 | $4,840+24.8% | $5,984+0.9% | $3,203+88.6% |
| Admin fee / account holder | $8,465 | $4,826+75.4% | $8,357+1.3% | $4,296+97.1% |