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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 | $119,896 | $75,541+58.7% | $152,093-21.2% | $82,637+45.1% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 9.02% | 32.56%-23.5pp | 66.36%-57.3pp | 53.51%-44.5pp |
| Employer contribution / active EE | $2,027 | $2,622-22.7% | $4,175-51.4% | $2,552-20.6% |
| Participant deferral / active EE | $5,258 | $3,206+64.0% | $5,451-3.5% | $4,126+27.4% |
| Admin fee / account holder | $25,653 | $6,405+300.5% | $14,497+77.0% | $7,339+249.6% |