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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 | $111,642 | $70,486+58.4% | $100,535+11.0% | $79,856+39.8% |
| Participation rate | 68.0% | 73.6%-5.6pp | 79.4%-11.4pp | 69.6%-1.6pp |
| Annual return | 11.08% | 21.90%-10.8pp | 30.90%-19.8pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,470 | $2,165-32.1% | $3,419-57.0% | $2,471-40.5% |
| Participant deferral / active EE | $5,267 | $5,182+1.7% | $6,271-16.0% | $3,741+40.8% |
| Admin fee / account holder | $25,131 | $4,480+461.0% | $8,085+210.9% | $5,306+373.6% |