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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 | $128,395 | $101,798+26.1% | $165,071-22.2% | $80,935+58.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 9.48% | 16.73%-7.2pp | 70.17%-60.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,378 | $2,954-53.4% | $4,347-68.3% | $2,757-50.0% |
| Participant deferral / active EE | $6,514 | $4,476+45.5% | $6,035+7.9% | $4,299+51.5% |
| Admin fee / account holder | $7,350 | $8,221-10.6% | $12,695-42.1% | $6,924+6.1% |